Apr 29, 2022 | In The News, Income Taxes, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
Apr 21, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. One way donors can meet their philanthropic goals, while gaining some tax benefits, is through the gift of a business to a public charity. Every wealth planning discussion should include a conversation about...
Aug 17, 2021 | Family Businesses, Family Enterprise USA, In The News
Thank you to BNY Mellon Wealth Management for this report. It’s critical to create a framework for joint decision-making in order to effectively pass control of the family business to future generations of stakeholders. Most family businesses take on the...
Jun 15, 2021 | Family Businesses, Family Enterprise USA, In The News
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...
