Implement tax-advantaged trust strategies under today’s tax laws.Tax reform passed in 2017 created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate developers.Planning for the ultimate continuation or sale of your business is as important as growing your business.From a strategic planning perspective, real estate developers may want to consider targeted trust strategies.
Developing a cohesive strategy that aligns your personal financial goals with your business goals can help you best prepare for the future. Learn how to become a well-planned business owner.
Once you’ve exited your business, you want to be sure your legacy capital is part of your overall plan. Learn about wealth planning for business owners.
Selling your business can be one of the most significant financial and emotional events of your life and requires thoughtful planning.
When holding business interests in a trust, it’s important to understand the different structural models for fiduciary decision making.When a business interest is the primary asset in a trust, it can create challenges for both the Trustee and business owner.The trustee’s general fiduciary duty to diversify the trust’s investments may not align with the business owner’s goals.Certain trust features can help to alleviate this conflict.