Wilmington Trust’s Alvina Lo and Brian Oard check in with tax and estate planning lawyers at the 2018 Hawaii Tax Institute Conference to discuss tax planning considerations for business owners.Closely Held BusinessesKeith Schiller, Founder and Owner of the Schiller Law Group, discusses the obstacles clients face when implementing a succession plan for a closely held business.
As the nation’s largest age group in the workforce, learn how millenials are changing the consumer experience.Millennials are often called “convenience customers” and have high expectations for qualities like convenience and enhanced communication.Businesses are approaching this segment of the population in new ways with their sales, marketing, and advertising efforts.
Wilmington Trust and Family Business Magazine hosted a business valuation webinar on August 8, featuring our own Alvina Lo and Jonathan Fitzgerald. The webinar provided a comprehensive look at how the sweeping changes enacted under the Tax Cuts and Jobs Act of 2017 impact business owners, including strategies on how to optimize the new tax advantages. A video playback of the webinar is posted below.