It’s likely that you have or will have a client who, either by necessity or desire, wants to stop being an employee and start or buy her own business—often near retirement age. But before the client takes the leap, you can help them...
There are a variety of events in your life that may trigger the need for new or updated estate planning. Events such as a marriage, a divorce, a birth or a death may occur, creating a new need for changing existing planning documents. You...
Many of our clients (and perhaps some of us) hold appreciated alternative investments, such as hedge funds, real estate or private equity funds. They may be limited partnership interests or limited liability company units, but for income tax...