Every transaction presents unique challenges
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
When it comes to selling a client’s business, timing matters.
Sometimes, seemingly good companies don’t make it to sale closing. Here are the primary reasons why transactions fail.
The tax implications depend on how severance is characterized
Find out if they're right for your client
What clients must know about these unique trusts
Estate trustees are fiduciaries
Giving clients options with capital property
A tax tale of two benefits at death
Comparing tax options for foreign dividend-paying stocks
Strategies to address the new rules in 2019
Knowing the hallmarks of fraud can help you and your clients
What to look for when analyzing statements
Requiring all industries to disclose in the way suggested for the cannabis sector would be a major improvement
There’s no one-size-fits-all approach
Overcontributions can result in more than a simple penalty tax
There are some situations where a tax-deferred transfer might not be the best option
Find out what types of income add to the calculation of deduction room
Understand which one offers a planning opportunity