Business Planning

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05
Oct, 2015 By Mike Marion

Information Statement Regarding Micro-captives

  Click here to view the article as a PDF Learn more
28
Sep, 2015 By Mike Marion

Business and Tax Implications of Forming a Captive Insurance Company

  Click here to view the article as a PDF Written by Gary A. Fox and Lynn M. McGuire Learn more
11
Jul, 2014 By MJM

Valuation Discounts

THE VALUATION OF FAMILY LIMITED PARTENRSHIPS AND OTHER CLOSELY HELD INVESTMENT COMPANIES Click here for PDF version Business Appraiser Role The business appraiser is a member of the estate planning team. He or she works in concert with the family, Learn more
08
Jul, 2014 By MJM

Business Sucession Planning

BUSINESS SUCCESSION PLANNING Click here for PDF version When you go into business, your attention is understandably focused on developing your business plan, driving sales and making money. You usually don’t have your death or the death of one your Learn more
04
Jul, 2014 By MJM

Family Limited Partnership or LLC

FAMILY LIMITED PARTNERSHIPS Click here for PDF version The family partnership is a structure for the holding of assets which enables a person to transfer property to younger family members at a significantly reduced transfer tax cost while retaining the Learn more