Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late. The results of not planning are often felt by families as well as business partners.
Wilmington Trust and Family Business Magazine hosted a Delaware trust advantage for business owners webinar on October 10, featuring our own Alvina Lo and Jeff Wolken. The webinar provided a comprehensive look at the special challenges business owners face in structuring estate plans due to their needs for control, flexibility, asset protection, and confidentiality—and how a Delaware trust can be an excellent way to help address these important issues.
Wilmington Trust’s Chief Wealth Strategist, Alvina Lo, shares her insights on this podcast hosted by Trusted Counsel: In Process: Conversations about Business in the 21st Century. In this segment, Is Your Business Ready to Sell, Alvina discusses what business owners and their chief executives should be thinking about in order to get their businesses to a point where they’re ready to be sold.
In this recent New York Times reprint, Chief Wealth Strategist Alvina Lo shares her insights. With the rule on alimony and deductions changed, so must the strategy of couples parting ways.In particular, couples going through a divorce should re-examine their tax strategy, as well as their cash flow and spending needs.Wealthier families should consult with their tax advisors to fully understand the tax implications of the new law.
Wilmington Trust’s Brian Oard, Alvina Lo, and Adam Bakash sat down with industry experts at the 2018 Hawaii Tax Institute to discuss trends in the tax and wealth transfer industry. Please see important disclosures at the end of the video.Click here to watch more conversations from the Hawaii Tax Institute.