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Closely Held Businesses Family Businesses Business Ownership

Rivkin Radler LLP

Transferring the Family Business To A Private Foundation? Are You Sure About That?

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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

IR Global

Understanding Client Motivations: Key to Making a Significant Impact

IR Global on

Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more

Rivkin Radler LLP

Transacting With One’s Business – Keep It Arm’s Length

Rivkin Radler LLP on

Don’t Be Unreasonable- Much has been written of late regarding the payment by a business of various personal expenses incurred by its owner or certain key employees. The payment of an owner’s personal expenses appears to...more

Farrell Fritz, P.C.

This Is Not Your Father’s Brady Bunch

Farrell Fritz, P.C. on

If ever there was a ticking time bomb of a family-owned, closely held business more likely to result in business divorce litigation than the one in Matter of Brady v Brady, 2021 NY Slip Op 02705 [4th Dept Apr. 30, 2021], I...more

Farrell Fritz, P.C.

The Doctrine of Tax Estoppel in Ownership Status Disputes

Farrell Fritz, P.C. on

Ownership status in a closely-held business is the first and most vital box almost every business divorce petitioner must check....more

Holland & Knight LLP

Duties Among Members of Closely Held Businesses - Current Issues in Closely Held Businesses Series: Part 1

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During the COVID-19 pandemic and shelter-in-place orders, many topics arose related to disputes among members of closely held businesses. When the interests of the owners diverge and litigation results, a variety of issues...more

Ward and Smith, P.A.

Live-Action Role-Playing — The Challenges of Working With Family Members

Ward and Smith, P.A. on

Leaders of closely held businesses got an opportunity to view a family-owned enterprise as an outsider would, instead of their usual position inside a company. Ward and Smith's 2019 Closely Held Business Summit featured a...more

Farrell Fritz, P.C.

Siblings Battle Over Spoils from Sale of Family-Owned Business

Farrell Fritz, P.C. on

Normally you don’t associate the lucrative sale of a closely held business with bitter disputes among the co-owners leading to judicial dissolution proceedings. When the cake is big enough, the thinking goes, each owner walks...more

Farrell Fritz, P.C.

Top Ten Business Divorce Cases of 2018

Farrell Fritz, P.C. on

I’m very pleased to present my 11th annual list of this past year’s ten most significant business divorce cases. This year’s list includes four important appellate decisions, including one likely to stand as a landmark...more

Foster Garvey PC

Takeaways from the 4th Annual Family and Closely Held Business Summit

Foster Garvey PC on

What It Takes to Sustain a Family Business Through Multiple Generations - On October 25, 2018, Garvey Schubert Barer convened more than 90 guests to its 4th Annual Family & Closely Held Business Summit. Produced in...more

Ward and Smith, P.A.

Closely Held Businesses: You Make the Plan, or a Plan Will Be Made For You

Ward and Smith, P.A. on

Who is the Better Planner for Your Affairs: You or the State? Planning for succession of a closely held business is a lot like making a will. An individual has the opportunity to make a will which directs how the...more

Lewitt Hackman

Game Changer? Succession Planning Targeted by IRS

Lewitt Hackman on

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

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