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S-Corporation Business Succession Closely Held Businesses

DarrowEverett LLP

Business Succession Planning: Pros and Cons of Passing S Corp Shares in Trust

DarrowEverett LLP on

Business succession planning and estate planning are often linked together, particularly in the case of closely held family businesses. In the case of a shareholder who wishes to pass along their shares of an S corporation as...more

Rivkin Radler LLP

The Family-Owned Business, Stock Options, And Personal Goodwill – a Smorgasbord of Tax Issues

Rivkin Radler LLP on

Many of us have encountered variations of the following scenario: a parent owns and operates a business; one or more of their children are employed in the business; as the children mature and become more experienced and...more

Ward and Smith, P.A.

So You've Been Watching (and Cringing at) HBO's "Succession"?

Ward and Smith, P.A. on

Let's discuss some less-dramatic exit options for business owners (when they want to step away). You may not run a global media conglomerate, but even closely held business owners (and perhaps especially closely held...more

Farrell Fritz, P.C.

Succession Planning And Charitable Bequests: It Pays To Sweat The Details

Farrell Fritz, P.C. on

After Me, Who Cares? In the context of a family-owned business, managerial succession and the transfer of ownership – not necessarily the same thing – can turn into quite an adventure when they are not well-planned....more

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