Tax Reform, Succession Planning

The Enactment of OBBBA: It’s Time to Plan, Not Relax – “Winter is Coming”

Rivkin Radler LLP on 8/1/2025

In the months preceding the general election in 2024, the owners of many closely held businesses who had not yet given much thought to the disposition of their future estates, including their businesses, decided they should...more

Lessons in Leadership From Canadian Business Icon Jon Love

Bennett Jones LLP on 2/17/2025

What a great evening. The indomitable Jon Love, Executive Chair and Founder of KingSett Capital, joined me for a one-on-one discussion about his extraordinary career, his reflections on leadership and current public policy...more

Business Succession Planning Under the Tax Cuts and Jobs Act

McNees Wallace & Nurick LLC on 3/28/2018

The Tax Cuts and Jobs Act (the “Act”) was signed into law on December 20, 2017, with an effective date of January 1, 2018. The Act doubled the exemption amounts for taxpayers for estate, gift, and generation skipping transfer...more

Business Succession Opportunities After Tax Reform

Amundsen Davis LLC on 3/5/2018

Business owners have long struggled with transferring ownership of closely held businesses to younger generations. Intergenerational transfers are challenging. Only 10% of businesses survive the 3rd generation. Commentators...more

Tax Law Uncertainty Should Not Delay Farming Business Succession Planning

Downey Brand LLP on 9/27/2017

President Trump promised and will pursue tax reform, but Congress must agree to any proposal. For the most part, a majority vote in both houses would allow tax reform for about a decade, and at least sixty Senate votes would...more

Estate Planning NOW: Preparing for a New Government

Lewitt Hackman on 12/1/2016

It’s impossible to predict what any future president will do, or what Congress will approve. But in light of comments president-elect Donald J. Trump made on the campaign trail, and given that Grand Old Party members will...more