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Successful Business Transitions Start With Early Planning

Thank you to BNY Mellon Wealth Management for this report.Planning ahead for a future business transition and assembling a team of seasoned professionals will help ensure a smooth, successful transfer. If you anticipate transferring your business privately to family...

Tax Efficiency: Effective Strategies for the Long Term

Thank you to BNY Mellon Wealth Management for this report.Managing and mitigating the drag of taxes is a key component of our Active Wealth approach. Here's a look at how it can unlock value across generations. When it comes to wealth management, planning is...

CAUTION: Elimination of Step Up in Basis Could Destroy Your Business!

While the devil is in the details, it is possible that if President Biden's elimination of step-up in basis proposal is passed by Congress you could be paying an estate tax at 40%, and a capital gains tax at 43.4%. The graphic below shows an example of a business...