Q: I am interested in giving my employees some kind of employee ownership. What do you recommend? A: While I cannot recommend or give out legal advice via newsletter, one item of interest would be an employee stock ownership plan…
Introduction The rule for large, publicly held companies is clear. If you are going to list your stock on a stock exchange, your company must present financial statements that are created in compliance with Generally Accepted Accounting Principles (GAAP). These…
Sometimes in the process of buying or selling a business, buyers – and sellers – get caught up in negotiating the best possible deal for themselves and lose sight of their ultimate objective, which is presumably to buy – or…
Timely Delivery The IRS published a proposed regulation to clarify Code Section 199, the Domestic Production Activities Deduction. Manufactured, produced, grown, or extracted (MPGE) includes that plus installing, developing, improving, and creating Qualified Production Property. It also includes making QPP…
Q: Is it possible to have Roth and traditional IRAs as part of a comprehensive plan? A: Yes. Individuals can have an assortment of Roth IRAs, traditional, and even employer retirement plans as their overall retirement plans. However, when funding…
Introduction: When businesses are valued, the owner desires the highest value possible for the business. After all, it is human nature to desire the most wealth possible. Many times, valuations are prepared to determine what price potential exists if the…
Almost without exception, all business sellers would prefer to get 100% of their selling price in cash at closing – and for some very good reasons. Most sellers have heard horror stories about other sellers who sold their business for…
Timely Delivery In a notice, the IRS updated its “Timely Mailed Is Timely Filed” rule. The IRS added FedEx First Overnight, FedEx International First Next Flight Out, FedEx International delivery, and UPS Next Day Air Early AM. It removed DHL…
Q: My father died in 1999. My mother passed away last month. Will I have to pay estate taxes based on the value of the estate? A: Generally, the heir does not pay the estate tax. If there is an estate…
Introduction In this month’s newsletter, we bring you part II of a two part series discussing the advantages and disadvantages of a stock versus an asset transfer of a company from the buyer’s and seller’s perspective. While Part I focused…
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