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ARTICLES 

Making Family Business Work

If you run a business in which you are able to hire your children to help you, then paying them wages for the work they do, will teach...

Section 1035 Exchange Tax Trap

In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...

Buy/Sell Agreements

A Necessity for Closely Held Businesses Closely held companies have many agreements, but one of the most important is a buy/sell or...

ESOPs for Buy/Sell Purposes

An owner, who wishes to sell an interest in either his closely held corporation or S corporation, but does not have a current buyer, may...

Asset Protection & Your Pension Plan

ERISA generally makes it more attractive to retain funds in a qualified plan instead of converting the funds to a Roth IRA or traditional...

Asset Protection 101

With 95% of the world’s litigation taking place in the United States, one must look to provide protection for their retirement assets. ...

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