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    • 2023
      • November
        • The Corporate Transparency Act (CTA) Effective 01/01/2024!
        • When Should I use a Retention Bonus (Stay Bonus)? (Selling Your Business)
      • October
        • What is the Purpose of an ILIT?
        • What Type of Partnership Should I Create?
      • September
        • How do I pass my business on to the next generation?
      • August
        • When Should I Sell a Piece of My Company to a Non-Grantor Trust?
        • What is a Value Gap (Value Gap Analysis)?
        • Should I Set Up a Dynasty Trust?
        • TAX ALERT: What will the estate and gift tax exclusions be in 2024, 2025?
      • July
        • What is a Management Buyout (MBO)?
        • What is a Self-Canceling Installment Note (SCIN)?
      • June
        • What Does a Letter of Intent (LOI) Consist Of?
        • What is a Family Holding Company?
      • May
        • Should I Sell to a Strategic Buyer?
        • What Happens When the IRA Beneficiary is a Trust?
      • April
        • Should I Sell my Business to a Private Equity Buyer?
        • How Can I Transfer Wealth to My Kids and Avoid Gift Tax?
      • March
        • TAX ALERT: Proposed Changes to the 2024 Tax Code & how it could affect you.
        • What is a Special Needs Trust?
      • February
        • Which Form of Partnership is Right for Me?
        • Do I Need a SLAT (Spousal Lifetime Access Trust)?
      • January
        • What is a SPAC (Special Purpose Acquisition Company)?
        • TAX ALERT - SECURE ACT 2.0 – Changes to Retirement Planning Provisions
        • What is a GRAT (Grantor Retained Annuity Trust)?
    • 2022
      • December
        • What is a Retention Bonus and How Does it Work?
        • How Does A Charitable Remainder Trust Work?
      • November
        • Do I Need a Management Succession Plan (MSP)?
        • What is an Irrevocable Life Insurance Trust (ILIT)
      • October
        • TAX ALERT: Projected 2023 Estate and Gift Tax Exclusion Amounts Announced
        • What is the difference between a Board of Advisors and a Board of Directors?
        • How does an Intentionally Defective Grantor Trust (IDGT) work?
      • September
        • Sole Proprietorships and the Business Owner
        • Who Tells the Doctor to Pull the Plug?
      • August
        • Your Multimillion Dollar Exit – Preparing to Sell Your Business
        • Who Should Be My Trustee?
      • July
        • Tax Alert!: Tax Reconciliation Deadlock May Be Broken
      • June
        • Probate: What is it & Why Should I Care If I’m dead?
    • 2021
      • November
        • 3 Questions to Ask When Choosing an Agent for Power of Attorney
      • October
        • Who Is the Right Partner for Your Business Venture?
        • Can You Make Changes to a Trust?
      • September
        • 3 Benefits of Choosing an LLC Business Structure
        • Ways and Means Proposal Affects QSBS Exclusion if Passed
        • JCT Report on Proposed Legislation – Grantor Trusts, Valuation and Capital Gains
        • September 13, 2021: House Ways & Means Committee Lists Tax Proposals
        • Can Your Estate Plan Support a Loved One’s College Education?
        • Do I Need a Non-Compete Agreement?
        • What are 5 Ways to Fund a New Business?
      • August
        • How Do I Protect the Inheritance of My Underage Loved Ones?
        • Who Can Sign a Contract on Behalf of Your Company?
        • Who Is the Right Person to Act as Trustee for a Special Needs Trust?
      • July
        • What is a Non-Disclosure Agreement (NDA)?
        • Family Limited Partnerships and Limited Liability Companies
        • Who Will Take Over Your Family Business?
        • What Is My Business Worth?
      • June
        • Estate Tax Increases Lurk in President Biden’s Proposals
        • What's the Importance of Contract Review?
        • Will Taxes Impact My Estate?
        • 7 Tips for Choosing Your Estate Executor
      • May
        • What Should Business Owners Know About Employee Contracts?
      • April
        • What Should I Know About Gift Taxes?
        • Should I Consider a Qualified Personal Residence Trust?
        • What if I’m Ready to Sell My Business?
      • March
        • What Do Parents Need to Know About Special Needs Trusts?
        • What are the Advantages of Forming an LLC?
        • How Often Should You Update an Estate Plan?
      • February
        • What Documents and Agreements Do I Need to Run My Business?
        • 7 Advantages of a Revocable Trust
      • January
        • Why Business Owners Need a Succession Plan
        • Incorporating Health Care Directives in an Estate Plan
    • 2020
      • February
        • Managing Growth with Wayne Zell
      • January
        • Fueling the Business
        • Growing Your Business to the Next Level
        • Business Planning 101 with Wayne Zell
    • 2018
      • October
        • Post-Exit Planning Video 8-Building a Family Legacy
      • September
        • Post-Exit Planning Video 7-Volunteering, Living Healthier
        • Post-Exit Planning Video 6-New Retirement Options
        • Post-Exit Planning Video 5-Managing Post-Retirement Risks (cont’d)
        • Post-Exit Planning Video 4-Managing Post-Retirement Risks (cont’d)
      • August
        • Post-Exit Planning Video 3-Managing Post-Retirement Risks (cont’d.)
        • Post-Exit Planning Video 2-Managing Post Retirement Risks
        • Post-Exit Planning Video 1-Overview
      • April
        • Pre-Exit Planning Video 3-ESOPs and Impact of Sale on Employees
    • 2016
      • March
    • 2015
      • November
        • Premium Financing-Pros May Outweigh Cons
      • August
      • July
      • March
      • February
    • 2014
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    • 2013
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      • July
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