Policy and Taxation Group Articles

Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich BergSome businesses are family-owned for generations, but keeping a business in the family is not always the right choice. Family business owners who anticipate a sale should start planning as early as...

DAC Insights – The Case for Dividend Growth Investing

By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLCRegardless of how thorough the analysis or how accurate the economic forecasting, how well an investment performs on paper cannot compare to its performance in the real world. It's the...

Pat Soldano to Speak at IVYFON’s LA Family Office Forum

Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family Office Forum The Century City Live and Online Event Features a Deep Dive into Family Office Issues and Trends at This Year’s Two-Day Forum, May 8-9 ...

Coy Martin Named to Policy and Taxation Group Board of Directors

Coy Martin, General Counsel, ELD Associates, LLC, Named to Board of Directors, Policy and Taxation Group Martin, Expert in Intellectual Property Law, Provides Guidance for Nashville-based Family Office Coy Martin, in-house general counsel for family...