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  • Services
    • Accounting services
    • Tax Services
    • Management Consulting
    • QuickBooks Online Consulting and Accounting Setup In San Diego
  • Industries
    • Real Estate Accounting
    • Accounting for Technology Companies
    • Construction and Contractor Accounting
    • Advertising Marketing Agency Accounting
    • Financial Services Industry Accounting
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estate planning

Home / estate planning /
 Estate Planning for Small business Owners – Understanding Succession and Taxes

Estate Planning for Small business Owners – Understanding Succession and Taxes

December 15, 2022

According to a recent article in LegalZoom, many family-run small businesses don’t survive the first generation but the reason not being that the business wasn’t profitable, but actually due to [...]

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 Advisors are urging Affluent families to utilize the TCJA estate tax rules to protect their wealth from a possible Biden win

Advisors are urging Affluent families to utilize the TCJA estate tax rules to protect their wealth from a possible Biden win

October 13, 2020

According to a recent Bloomberg article by Ben Steverman, many advisors are telling rich families to act now and transfer wealth to the next generation by taking advantage of the current generous [...]

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