When it comes to the sale of transfer of your business, preparation for it will be key in ensuring that it’s a successful transition. Six best practices toward that end will help guide you through the journey. Further, it helps lay the groundwork for estate planning.
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If you own a closely held business, choosing how and when to exit your business is a critical part of the planning. If one of your goals involves benefiting charity, you might consider the use of a charitable remainder trust (CRT). It’s also an option that can help achieve other business exit goals and reduce your overall tax payment.
The decision to sell your business is a big one, and you’re far from alone if you’re thinking about making this kind of transition. In this webinar, learn how to determine the right time to sell, the next steps once you decide to make that transition, and the essential tax considerations to keep in mind.
Knowledge is power, especially when seeking to build and maintain a strong financial foundation during these changing economic times. From this webcast, you will learn:the steps to solidify your estate plan (life plan);what to consider when selling/transferring your business; andhow to protect your financial future through various planning strategies, including careful designation of beneficiaries and charitable trusts.
When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better decisions. In addition, you can download the five steps toward empowering your operations today.
As the fast-moving tax reform train continues to pick up speed, Travis Lucas joins host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Find out what the tax proposals might mean for you, your business, and your family.
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups by the Committee. Most tax proposals were anticipated, including the tax increase in capital gains; however, the Committee provided a few surprises.
Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has now shifted from the cost of the technology to ensuring the right technology is used to fulfill business goals. This guide is designed to help you filter out the noise of new technology choices and focus on six key steps to follow when considering the right technology solution.
Board oversight is critical in the management of cybersecurity as a whole, but especially for ransomware, since the increase in attacks year-over-year is up as much as 715% according to a study by Cyber Florida at the University of South Florida. If it isn’t already, cybersecurity should be on your board agenda at every meeting. As a starting point, the board needs to understand the layers of defense available to mitigate ransomware risk and design their responses to the threats accordingly.
In this podcast, two industry experts discuss how boards’ oversight of data governance within their organizations is changing to meet the opportunities and risk in the rapidly evolving digital space in which organizations are conducting their business. The key takeaways: