Transition is inevitable; planning for it is essential. Whether you’re considering succession, selling, or passing your business to the next generation, having a well-crafted exit strategy can ...

Founded in 1985 as Cornerstone Broker Insurance Services Agency, Inc., the firm is a brokerage general agency (BGA) providing wholesale health insurance purchasing and general agency services to ...

Integrating philanthropy into succession planning can help 'to bridge generational divides' as Gen Z prepares to inherit.

Effective succession planning can help UHNI families minimise these tax consequences ... can offer significant tax benefits.

Succession planning in a nutshell The primary goal of succession planning ... This begins with your will and any trusts ...

Eligibility for benefits extends to spouses, children, and ex-spouses under specific conditions. Claiming Social Security before full retirement age (FRA) reduces monthly benefits by up to 30%.

At the same time, those benefits draw taxes for higher-income ... those assets pose a complex planning opportunity with some built-in risks that can make a major impact on their retirement.

Kim Brumbaugh, founder of Brumbaugh Wealth Management, and Steve Rickel, CEO of MyOfficeOps, will co-host a free webinar on Business Succession and Benefits on Wednesday, Nov. 6 from 12-1 PM.

For family business owners, EOTs can be an attractive option, preserving the company’s legacy for future generations ...

There are also filters for business succession planning, tax planning, and employee and employer plan benefits. SCORE: SCORE is a nonprofit organization providing free mentoring and educational ...

Whatever stratagems are playing out behind the scenes, Prime Minister Dr Keith Rowley has started a useful discussion on succession planning for political parties. In an interview last Tuesday ...

“By giving shares to non-farming children they can benefit from the success of ... Tax should never be a sole driver for succession planning – Mark advised against letting the “tax tail ...