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Estate Planning
Browsing posts in Estate Planning
The Most Neglected Area of Estate Planning
Friend of the firm, Marvin Blum, Founder and Managing Partner of The Blum Firm, PC, with offices in Fort Worth, Dallas, Austin and Houston, emphasizes the importance of succession planning for business owners. He recommends a first step of bringing together an advisory planning team. K&A’s merger and acquisition specialists bring a practical and unique […]
4 Reasons You Should Sell Your Manufacturing Business
Excellent perspective from a business owner and friend of the firm, Tra Willbanks. While he specifies manufacturing companies, his thoughts apply to most other types of businesses as well. ************************************* 4 Reasons You Should Sell Your Manufacturing Business By: Tra Willbanks,Founder and CEO, Anchor Investments, LLC Family-owned manufacturing businesses are an owner and founder’s pride, […]
Kids Taking Over the Business? 8 Things to Consider
Key quote: “When you have children in the business owning stock and children outside the business owning stock, there is a natural conflict.“ From Divestopedia: ******************************************* Kids Taking Over the Business? 8 Things to Consider By Josh Patrick Takeaway: Transferring ownership of a business is difficult. Transferring it to a family member makes it even […]
Where Are All the Baby Boomer Sellers?
Here’s an alternative take on what conventional wisdom has been telling us for the last 5-10 years. From Axial Forum: ********************************** Where Are All the Baby Boomer Sellers? By Robert Flynn, United Business Brokers, LLC Various exit planning forecasts predicted that between 4.5 to 17 million small businesses would hit the market for sale in […]
There’s a Perfect Storm Approaching for Exiting Business Owners
We’ve been hearing predictions of the upcoming “Seller Tsunami” for a number of years now. This article details predictions as to what this will mean for business owners and what they can do to prepare. From Axial Forum: **************************************** There’s a Perfect Storm Approaching for Exiting Business Owners By Gary Ampulski , Midwest Genesis On January 1, 2011 […]
If You Own a Business, Here’s a Way to Save Taxes
Tax savings advice from K&A friend Marvin Blum, The Blum Firm PC: IF YOU OWN A BUSINESS, HERE’S A WAY TO SAVE TAXES If you own a business, here’s an idea to save taxes. To qualify, (1) you have to own a business that is taxed as an S Corp, and (2) you have […]
Breakfast at the BAC Speaker Series
Managing Partner Layne Kasper will be a panel speaker at the Fort Worth Business Assistance Center’s Speaker Series Thursday, January 24, 2013, 7:30-8:50 a.m. The discussion, “What is Your Business Worth?”, will include CFA Robert Allen of J. Taylor & Associates and CPA Toby Cotton of Whitley Penn. Admission is free. Register for the event […]
2012 is the “Perfect Storm” for Estate Planning
From our friend, Marvin Blum, of The Blum Firm, PC: ********************* 2012 IS THE “PERFECT STORM” FOR ESTATE PLANNING The gift tax exemption is at a historical high of $5,120,000 at the same time that the gift tax rate of 35% is the lowest rate in almost a century! The gift tax exemption is […]
Succeeding at Succession
A question frequently asked of us is the following one: “Is this a good time to sell a business?” Our initial response is typically, “Why do you want to sell?” The most common reasons given for selling include one or more of the following. It’s time I retire. I have health issues. I have marriage/family […]
Important Tax Alert
From friend of the firm, Marvin Blum, The Blum Firm, PC: IMPORTANT TAX ALERT! Although we have been hoping that there would be no major tax law changes until December 31, 2012, we are now concerned that significant changes could take effect before the end of 2011. Last month, Congress voted to increase the nation’s […]
