The biggest sign to look for is if someone has, or is looking at, a premium financed life insurance transaction in the first place.
Jeffrey Getty, an advisor for Key Banks Family Wealth Consulting Team, takes us on a deep dive into the most common mistakes made by business owners when preparing for succession.
Both the infrastructure bill and positioning of the SEC mark milestones that will alter the digital asset landscape.
The next test will be the return of proposed changes to IRC Section 2704.
