Do your clients have the right team in place to help maximize the sale proceeds of net income and estate taxes? William & Henry Associates Chairman, President & CEO David Iannini sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to review what resources you need to help ensure things go smoothly when selling your business, with maximum benefit to you.
Undue influence from family members on mom’s and dad’s estate plan can lead to costly estate litigation. Vivian Thoreen, partner, Holland and Knight, sat down with Wilmington Trust’s Brian Oard, president, Western region and Alvina Lo, chief wealth strategist to review the steps you can take to reduce the risk of painful and expensive estate litigation.Download Transcript >Please see important disclosures at the end of the video.
One major benefit of an S Corporation for owners is that it provides limited liability protection regardless of tax status. Brian Jankowsky, counsel at Schiff Hardin and Olga Bogush, partner at Schiff Hardin, sat down with Wilmington Trust’s Chief Wealth Strategist Alvina Lo, to review other advantages of an S corporation and what you should consider before making an election.Download Transcript >Please see important disclosures at the end of the video.