Dennis Hollman

Tax and Wealth Advisor Alert: Planning for Succession with a Business Succession Plan (Part II)

(Part II) Objectives of the Succession Plan In our last article we discussed why a well-constructed succession plan is necessary.…

4 years ago

Tax and Wealth Advisor Alert: Planning for Success with a Business Succession Plan (Part I)

Many closely held businesses involve family members. The owner of such a business may wish to sell the business to…

4 years ago