Nov 23, 20205 min readGifting Closely Held Business Interests to Children, Grandchildren, and OthersBusiness owners have always needed strategic wealth-management plans that protect their families and the long-term health of their...
Nov 19, 20205 min readPlanning for Contingencies: Year-End Questions & AnswersAs 2020 draws to a close, many business owners are determining what tasks they’d like to accomplish in 2021. Many of these tasks involve...
May 27, 20207 min readHow to Benefit From Slow Market AbsorptionEconomics, oil, consumer spending, workforce, and supply chain issues are creating and escalating uncertainty about profitability and...