by amanda | Nov 19, 2024 | Uncategorized
As we near the end of 2024, this is the perfect time to reexamine your tax and estate planning action items. There are plenty to address, and it’s wise to do so sooner rather than later. In reviewing year-end estate planning or business transition plans, there...
by amanda | Nov 16, 2024 | Uncategorized
Most closely held businesses, whether organized as a C or S corporation, LLC or partnership, have (or should have) a buy-sell agreement. A buy-sell agreement addresses what happens to an owner’s interest in the business when the owner dies. Many of these...
by amanda | Nov 13, 2024 | Uncategorized
Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond immediate needs. In this article, we explore the...
by amanda | Nov 11, 2024 | Uncategorized
Mortgage rate dip makes for a lively ‘last call’ in this year’s home shopping seasonRead More
by amanda | Nov 11, 2024 | Uncategorized
Getting your house ready to sell? Here are a few tips on what you may want to do to prepare. Read More
