When an employee unexpectedly dies, companies often want to act quickly so as to minimize disruption to the deceased employee’s family. While that is an important goal, companies need to ensure that they follow federal and...more
This is the second of a four-part series focusing on estate planning fundamentals for founders. This article will address an important topic for owners of Qualified Small Business Stock (QSBS) as defined in Section 1202 of...more
8/22/2024
/ Beneficiaries ,
Business Development ,
Business Ownership ,
Business Strategies ,
Capital Gains Tax ,
Early Stage Companies ,
Entrepreneurs ,
Estate Planning ,
Internal Revenue Code (IRC) ,
Qualified Small Business Stock ,
Shareholders ,
Small Business ,
Trusts
This is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate plan. The right planning can save your family significant sums of money in...more
Plan focuses on eliminating certain available estate planning opportunities and increasing rates for corporations and high net worth individuals.
The proposed tax plan from House Ways and Means Committee seeks to eliminate...more
10/1/2021
/ Capital Gains Tax ,
Corporate Taxes ,
Estate Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
High Net-Worth ,
Income Taxes ,
Irrevocable Life Insurance Trusts ,
New Rules ,
Qualified Small Business Stock ,
Tax Cuts and Jobs Act ,
Tax Planning ,
Valuation ,
Ways and Means Committee