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Estate Planning for Founders - Part II: Planning with Qualified Small Business Stock

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

Popular Estate Planning Opportunities Remain Available - For Now

As 2022 comes to a close, it is worth taking note of the current state of the legislative landscape that could affect estate planning opportunities in the coming year. This year, the Inflation Reduction Act was enacted into...more

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