Tax

Hiring an executor

Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate

By James Dolan |July 17, 2012

4 min read

When business owners want buyers

A corporate finance advisor puts together the perfect purchase package

By John Lorinc |July 16, 2012

3 min read

Why use corporate-class funds?

I recently found out one of the largest advisory teams in the country isn’t offering mutual fund corporation structures, or corporate-class funds, to clients. Even though these structures are more tax-efficient, these advisors simply sell investments without considering tax planning.

By Keith Pangretitsch |July 16, 2012

2 min read

How estates get ruined

How to duck a knockout blow to your estate

By Ian Harvey |July 13, 2012

6 min read