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When a client’s business is their largest asset, succession planning becomes essential. Join tax & estate attorney Andy Weinhaus and insurance advisor Kevin Kimbrough to learn…

This course is designed for attorneys, financial advisors, CPAs, and estate planners who advise clients with significant personal or business assets. Participants will learn…

Qualified Small Business Stock (QSBS) under IRC §1202 offers one of the most powerful tax incentives available to investors and founders—but only if you understand how to use it.…

As business owners approach retirement or consider stepping away from their companies, one of the most critical—and often overlooked—steps is having a clear, actionable transition…

When a business owner is preparing to sell, merge, or bring on new partners, the stakes couldn’t be higher—and the valuation process is often where deals are won or lost. As a…