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New Tax Regulations Attack Family Business Planning

New Tax Regulations Attack Family Business Planning

by ShuffieldLowman | Aug 17, 2016 | Blog, Estate Planning & Probate, Planning for High Net Worth Families with Closely Held Business

As you know, the Internal Revenue Service closely scrutinizes transfers between family members of stock, units, and partnership interests (“Stock”) in any corporation, limited liability company, or partnership that is family-owned (a “Family Business”).  The Service...
Choose Wisely When You Consider Your Fiduciary and Your Estate Plan

Choose Wisely When You Consider Your Fiduciary and Your Estate Plan

by Alexander Douglas | Dec 23, 2013 | Blog, Estate Planning & Probate, Planning for High Net Worth Families with Closely Held Business

One of the most common errors parents can make when doing their estate planning is not making the hard choice as to who they want to serve as their fiduciary.  Specifically, parents make the mistake of choosing among their children to serve as their fiduciary instead...
The Importance of Shareholder Agreements in the  Succession of a Family Business

The Importance of Shareholder Agreements in the Succession of a Family Business

by Daniel Harris | Dec 3, 2013 | Blog, Estate Planning & Probate, Planning for High Net Worth Families with Closely Held Business

Orlando, FL – Often when a closely-held business (i.e. a non-publicly traded LLC, Partnership, or Corporation, hereinafter “Family Business”) is created there is a single shareholder who owns 100% of the voting units and thus makes all of the decisions...
Seven Steps to Strengthening Your Business Succession Plan

Seven Steps to Strengthening Your Business Succession Plan

by William Lowman Jr | Jul 25, 2013 | Blog, Planning for High Net Worth Families with Closely Held Business

To further expand on my blog post Planning for Succession in your Business dated June 26, 2013, I have outlined the seven steps to a successful business succession plan. I    FAMILY RELATIONSHIP PLANNING Understanding family issues plays a key role in the...
Planning for Succession in your Business

Planning for Succession in your Business

by William Lowman Jr | Jun 26, 2013 | Blog, Planning for High Net Worth Families with Closely Held Business

Family businesses comprise approximately 90% of the businesses in the United States. Yet only about one in three survive to the next generation and one in ten to the third generation. Why? The closely-held family business often fails for the same reason that it...
The American Taxpayer Relief Act of 2012

The American Taxpayer Relief Act of 2012

by Mark Wisniewski | Feb 19, 2013 | Blog, Estate Planning & Probate, Planning for High Net Worth Families with Closely Held Business, Tax Advice & Controversy

In the wake of the media hype surrounding the fabled “fiscal cliff”, Congress and the President have passed the American Taxpayer Relief Act of 2012 (the “Act”). To assist you in understanding the implications of the Act, the following is a brief yet comprehensive...

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Suite 1700
Orlando, FL 32801
(407) 581-9800

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Tavares, FL 32778
(352) 253-2222

DELAND


 

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DeLand, FL 32724
(386) 736-9225

PORT ORANGE


 

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Suite 300
Port Orange, FL 32127
(386) 763-5083

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