Building a Team of Trusted Advisors
PODCAST: Williams Mullen's Benefits Companion - Employee Stock Ownership Plans (ESOPs) Explained
Innovation in Compliance: LeadHERship with Linda Fisk
Corporate Divorce – Preventing and Managing the Break-Up of a Business Partnership
May I Inquire? The Michael Silver pLAWdcast - Episode 9, Gary Wishnatzki from Wish Farms
Podcast - Colaborar por contrato... sí funciona
Innovation in Compliance: Visionary Leadership with Jackson Calame
Staying Ahead with Federal Government's Impact on Business
Excessive Compensation: What to do when the co-owners of your business pay themselves excessively
The Litigation Landscape Explained
Hot Topics in International Trade - All Modesty Aside for Just a Moment
2025 Perspectives in Private Equity: Sports
AdvisorEsq Podcast Series - Episode 10 - Planning Ahead: The Valuation Equation
Succession Planning: Expert Strategies and Tips From Succession — Hiring to Firing Podcast
RoboCop: Overview of Corporate Basics and Compliance Filings
The Corporate Transparency Act
The Best of Founder Shares: Highlights Wisdom of Season's Guests
AGG Talks: Cross-Border Business — Episode 6: Immigration Insights for Companies Expanding Into the U.S. - Part 2
AGG Talks: Cross-Border Business — Episode 6: Immigration Insights for Companies Expanding Into the U.S. - Part 1
Staying on Track and Giving Back with Bill Spruill
Experienced trusts and estates attorneys consistently observe how proper planning can mean the difference between a thriving legacy and a fragmented enterprise. For family-owned life insurance businesses, the stakes are...more
A large part of business sucession planning is structuring the transfer of business ownership. While outright transfers can be less complex, transferring ownership in trust can provide practical benefits that are worth...more
When family relationships break down, the impact can extend well beyond personal matters, putting the future of a family enterprise at risk. I recently spoke with Patricia Hebert, a collaborative family lawyer, mediator and...more
Charitable organizations are dependent, in no small part, upon the financial support of many successful business owners. The generosity of these individuals and their organizations may be a manifestation of several factors...more
Most people take steps to maintain good health, including scheduling annual checkups with their doctors to confirm there are no immediate or long-term health concerns. This checkup could include a stress test, which lets you...more
The Spotlight had the pleasure of sitting down with Anne Paape, managing director and senior fiduciary counsel at Cresset and Cresset Trust Company, to talk about the historic transfer of wealth many countries are undergoing,...more
Once a business owner has an understanding of the value of the business and the tax and cash flow impacts of the transfer, the next step is to document the transfer. This may be done by the client’s separate business legal...more
As Q4 is in full swing and as 2023 begins to draw to a close, family-owned businesses find themselves at a crucial juncture, reflecting on the year gone by and strategically planning for the future....more
Allen Barron's podcast on Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a...more
Estate planning isn’t just for the elderly. Young farmers can also benefit from taking a quick look at their own estate and succession plans....more
While most businesses use real estate, unique planning issues arise for family-farm owners because of the importance of real estate to the farm and family. There are several reasons for that....more
The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and estate administration. Your hosts, Jennifer Zegel, Ross Bruch and Justin...more
A huge number of baby boomers have created or continued successful family owned farms. As they approach retirement the future of those farms hinges on their ability to successfully transition to a next generation. Less than...more
Originally Published on © 2018 Agri-View. Madison, WI. Problems can result when parents maintain ownership of a farm but need long-term health-care services from an assisted-living facility or nursing home. Expenses...more
Despite recent trends toward consolidation in the agricultural industry, farming generally remains a family affair. According to the United States Department of Agriculture, 97 percent of all farms in the United States are...more
Earlier this month, the IRS issued long-awaited proposed regulations under Section 2704 of the Internal Revenue Code that, if adopted, will have a substantial impact on traditional estate planning techniques commonly utilized...more
The Department of the Treasury wants to place limitations on valuation discounts that are currently commonly used to reduce asset values in family-owned and closely-held businesses, in an effort to increase tax revenue. The...more