Business Transition Planning for Small Business Owners

John O. Campbell, CFP® |
Emerald GEMs

November 19, 2020, GEM 26 — Too often, small business owners fail to plan for the eventual transition of their businesses. However, planning for an inevitable ownership change is simply good business—and it starts years before the enterprise changes hands. Listen now as Director of Business Engagement John Campbell discusses why all business owners, regardless of the company’s size, should prepare for their future transition.

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Managing the Tax Basis of the Assets in Your Trust Can Reduce Income Taxes

Thomas Kelley, CPA, CFP®, AEP® |
Emerald GEMs

November 3, 2020, GEM 25 — A common mistake some people make is once they create a trust, they forget about it. They don’t see that ongoing evaluation of the trust and its tax basis can potentially yield income tax benefits down the road. Director of Income Tax Planning Tom Kelley discusses how you can potentially reduce your income tax liability by proactively managing the assets in your family’s trusts.

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Tax and Estate Planning: Year-End Strategies

Lisa Ligas |
Emerald GEMs

October 20, 2020, GEM 24 — This year end is a little different than usual. Not only has 2020 been a year of uncertainty due to the global pandemic, which continues to linger, but we are now facing a presidential election as well. Depending on the outcome, you may need to make a few modifications to your estate and tax planning strategies. Director of Wealth Strategies Lisa Ligas provides some key strategies to help you optimize your plan for today and for the year ahead.

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