Video: Selling Your Business: Building the Right Team

Alvina H. Lo |
My Business
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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.

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Video: Elder Abuse: The Risks of Third Party Fraud

Brian Oard |
Wealth Planning
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What steps have you taken to help your clients protect, monitor, and limit access to financial information from caregivers and other potential outside predators? Patrick Conley, CEO, Franklin Global Inc., met with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to outline important steps families should take to protect their love ones from elder abuse.

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Video: Tax Exempt Organizations: Implications of the Trump Tax Act

Brian Oard |
Wealth Planning
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What steps are you taking to minimize the 21% excise tax payable on executive compensation in excess of $1,000,0000 for nonprofit organizations? Seyfarth Shaw LLP Partner Doug Mancino walks Wilmington Trust’s President, Western Region Brian Oard through the implications of the Trump Tax Act on executive compensation for nonprofit organizations.Download Transcript >Please see important disclosures at the end of the video.

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