Five Tax Reform Strategies for Business Owners

Jonathan Fitzgerald |
Tax Reform
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Make the increased federal transfer tax exemption work to your advantage.   As a business owner, it’s important to understand how the new tax law changes can work to your advantage. The increased federal transfer tax exemption amount (the “exemption”) provides a unique opportunity for you to implement beneficial transfer tax strategies for your business interests.

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Business Valuation Insights

My Business
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Wilmington Trust, M&T Investment Banking, and Family Business Magazine hosted a business valuation webinar on May 23.  The webinar provided a comprehensive look at how to value a company, including: how valuation methods, shareholder goals, competitive positioning, and market dynamics all play a critical role in yielding the best results for privately owned family businesses.   

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Have You Created a Transition Plan for Your Business

Fred Hopkins |
My Business
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Busting the four myths of business transition planning Key points Planning for business transition doesn’t mean giving up control of your company. Transition planning isn’t a distraction, it’s another component of protecting and strengthening the legacy you’ve built. As a business owner, you owe it to yourself, your family, employees, and customers to plan ahead.

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