Planning for Business Exits from C Corporations Intra-family Business Transactions Other Developments
Lower C corporation income tax rates have increased attention to the Code Sec. 1202 exclusion for gain on the sale of stock. Learn how the Code Sec. 1202 exclusion works, how it applies when a business changes from another entity to a C corporation, how it affects a C corporation’s business structure, and how it compares to other business exit strategies. Also, learn how to move from corporate status to a partnership once the tax benefits of being a C corporation has run its course.
Courageous Conversations Topics to avoid at the dinner table, but bring to the conference table
Join our panelists, Jonathan Blattmachr, Lori Anne Douglass, Elizabeth Schwartz, and Martin Shenkman, along with moderator Vanessa Kanaga for this special holiday roundtable touching on challenging issues such as religion, gender, race, and politics, and how they might affect our clients and our practice.
Family Meetings: They are not what you might think they are!
The key to a family’s success is family education and trust building through an organized and prioritized family meeting process. Family education is a life-long-learning adventure to be taken together. What can we do, as advisors, to help our client families? If we make this part of our practice, will it also help our practice grow?
Life and Death Planning for Retirement Benefits
Digital Subscription | by Natalie Choate
For more information, visit RetirementBenefitsPlanning