Introduction What is the most severe threat to the existence of your business? Some may answer “my competition”, or “income and estate taxes”. Even others would answer, “rising costs”. While these are good answers and are concerns in day to…
A married couple was not allowed to deduct travel expenses for the husband’s travel to work at construction sites. In the case, the couple lived primarily in a camper and mostly worked at construction sites in states other than where…
Q: I have a business which I would like to establish a value for. Is there a commonly used or well accepted formula or multiple I can use in order to value my business? A: Quite simply, there is no…
Selling a business you’ve spent most of your working life to build is one of the most important personal and financial decisions most business owners will ever make, and for that reason, it’s important not to wait too long. The…
Introduction Many people have heard of the Family Limited Partnership, otherwise known as the FLP. The amazing thing, the terms Family Limited Partnership and FLP do not appear in the Internal Revenue Code or any of the accompanying regulations. Quite…
The Tax Court has stated that a U.S. Court of Appeals properly ruled on the valuation of a limited partnership. In 2000, a family formed a limited partnership with the intent of reducing estate taxes, preserving and resisting fragmentation, and…
Q: I own my own business and I am considering retiring. What should a business person do in order to retire? A: Business people are in a unique situation when it comes to retirement and no two situations are exactly…
A nightmare scenario for most business owners is to learn that rumors are spreading among their employees, customers, vendors, bankers and competitors that their business is for sale. It’s only human nature for most people to suspect the worst until…
Introduction There are a myriad of retirement accounts to choose from these days. Under the Internal Revenue Code, taxpayers and eventual retirees face an alphabet soup of retirement plans to choose from. Among the more popular retirement plans is…
The Tax Court has held that a fractured hip is no excuse for the late filing and payment of estate tax. In this case, the decedent’s nephew and the family’s tax professional were appointed as co-administrators of the estate. The…
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