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Succession Planning

tax trouble

Avoiding the trifecta of tax trouble

It is never good when a supposedly tax-free asset becomes a heavy tax burden.
retaining employees

Retaining employees in a competitive world

One planning area that is often over- looked in the world of succession planning is retaining employees.

Keeping the family business going when family is no longer involved

Family businesses, which overwhelmingly comprise the vast majority of privately held businesses in the United States, are the economic backbone of the American economy....

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