Thousands of small- to medium-sized businesses sell privately every year, so why use a professional M&A Advisor? There are several reasons, but in my experience most of my clients say they chose me to help them get the best possible…
Introduction With the start of a new tax year and the economy now in recovery mode, this is the best time to update the strategy for your business. Too often business people wait until late in the year to do…
In filing a Gift Tax Return, a donor of closely held stock failed to disclose on the return the method used to value the stock or any description of the discounts taken in valuing the stock. The IRS Office of…
Q: On December 16, 2010, a new tax bill was passed by the House and Senate. What does this mean for dividends and capital gains? A: Capital Gains and Qualified Dividends tax rates will be spared from going up as…
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…
Q: Do you have any last minute tax advice? A: For most taxpayers in business, I would recommend making payments a little early in order to reduce taxable income. For those looking to take capital gains or dividends, quickly take…
In an IRS Letter Ruling, the IRS decided that two life insurance policies were not includible in the gross estate of a decedent. In the case, two trusts owned a limited partnership which owned two life insurance policies. On the…
Introduction There has been a lot of talk about Social Security and its future. Unfortunately, a lot of the attention it has received lately has been negative. Social Security was designed to be a cross generational system of support based…
This is the conclusion of an article which began last month. To see the entire article, visit our website, www.legacyadvisorsgroup.com A colleague of mine relayed the following words of wisdom which he acquired from a client that had to sell…
Q: I just opened a business and formed it as a limited liability company under my state’s laws. For federal tax purposes, how do I classify my LLC? A: An LLC may be classified for federal tax purposes as a…
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