Business Succession

Business ownership brings its own set of responsibilities. Changing
your current business structure or successfully transferring
your business before you retire requires careful planning. Since
many clients are faced with intangibles such as personal emotions,
family relationships, and business associations, the objectivity
of an experienced professional can facilitate the process. A comprehensive
business succession plan can help you address your specific
needs such as:

  • Growing your business
  • Protecting your assets
  • Ensuring the continuation and succession of your business
  • Potentially reducing taxes
  • Promoting, recruiting, retaining, and rewarding your key
    employees
  • Potentially Maximizing your compensation benefits
  • Providing for estate equalization
  • Promoting family harmony

Calculators

Newsletters

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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