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Estate Planning Ownership Transfers May Require PPP Lender or SBA Approval

Current high estate tax exemption amounts, low interest rates, and decreased company valuations have many family business owners scrambling to make gifts of ownership interests or close other succession planning transactions...more

Time to Take Advantage of Unique Opportunities for Family Business Succession Planning

The current combination of some of the lowest interest rates in history, high federal gift tax exemptions, and lower asset values creates a unique planning opportunity for those family business owners who wish to engage in...more

How to Start Family Business Succession - The Earlier the Better

Thinking about retirement? It’s important to get started on family business succession issues early, even as many as 10 years or more before you are ready to retire. ...more

The Importance of Planning Ahead for Succession of a Family Business with Active and Inactive Family Participants

You have spent a substantial portion of your life building or continuing a successful family business, and you have some children (or other family members) who are active in the business and others who are not. How do you...more

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