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Working With an M&A Professional to Sell Your Business

Apr 28, 2022 | Webinars

[vc_row][vc_column][vc_column_text]This virtual panel-driven session will help any owner thinking about exiting or transitioning a business. Our panel includes specialists in investment banking, business brokerage, tax, and valuation. The event is for leaders considering the next steps, or it can be used as a resource for younger professionals to learn more about the topic.[/vc_column_text][vc_video link=”https://vimeo.com/704293135/f989bdad84″][/vc_column][/vc_row]

Business Succession and Estate Planning Should Be Inseparable

Business Succession and Estate Planning Should Be Inseparable

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business to one or more of your children (assuming you want to keep it...

Home Sale: Failure to Plan may Raise Your Tax Bill

Home Sale: Failure to Plan may Raise Your Tax Bill

As the saying goes, there’s nothing certain in life except for death and taxes. But when it comes to selling your home, proactive tax planning can help you reduce your federal income tax bill. A Costly Mistake to Avoid Let’s say Tom is a soon-to-be-married homeowner...

Medicare Premiums may Lead to Tax Savings

Medicare Premiums may Lead to Tax Savings

If you pay premiums for Medicare health insurance, you may be able to combine them with other qualifying expenses and claim them as an itemized deduction for medical expenses on your tax return. This includes amounts for “Medigap” insurance and Medicare Advantage...