Wealth Strategies

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How Much Can You Gift?

A gift tax is imposed on anyone who gives money or property to another individual or trust without receiving equivalent value in return. This applies but is not limited to cash gifts, investments, interest in a business, and real estate.

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Eight Ways to Exit Your Company

Are you ready to leave? You have options, and we can help you choose and follow the right path for you.

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Planning for Your Business Exit

Most retirees live on 95 percent or more of the pre-retirement income. Are you ready to leave on your own terms with the retirement you want?

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Sell Your Business Now…or Later?

Owners sometimes choose to not sell out of fear of the unknown or wait too long.

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Estate Planning or Exit Planning?

Knowing which to start first is a challenge. We begin by understanding your underlying goals and then working toward leveraging both estate and exit planning.

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Section 199A Safe Harbors for Rental Property

In 2017, the Tax Cuts and Jobs Act introduced a 20% deduction for qualifying business income of small business owners, known as Section 199A.

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Opportunity Zones: What Are They and How Do They Work?

One of the most intriguing and discussed elements of recent tax reform is the creation of Qualified Opportunity Zones, which are economically-distressed communities where new investments, under certain conditions, may be eligible for preferential tax treatment.

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Back to School Parents Planning for College

A new school year brings you another year closer to sending your child off to college. Don’t put off saving for this important investment another year.