Business Succession Planning
Business succession planning is making logistical and financial decisions about who will take over your company in the event of […]
Planning for Incapacity
Why Is Incapacity Planning Necessary? Estate planning is not only having a plan in place to distribute your property and
New Estate and Gift Tax Laws for 2022
Estate Tax Increase Exemptions Federal Estate Tax Exemption The federal lifetime gift, estate, and GST estate tax exemption level will
Five Tax Strategies for Retirement
1. Roth Conversion How Does a Roth Conversion Work? When you transfer money from a traditional retirement plan to a
Stop Getting Shortchanged by Your Financial Advisor
KEY TAKEAWAYS: Eighty-five percent of successful business owners work with financial advisors—but 79 percent have hired less-than-capable advisors, while 74
How Scenario Planning Helps You See the Many Roads Ahead
What lies ahead for your business and industry? You can’t know with 100 percent certainty—but you can think through likely
How can LEAD help you?
One way to look at the market is that we are ready to grow, another way to look at it
Valentine’s Day: Give the Gift of Financial Security
Today is Valentines Day! Have you thought about what you’ll give your spouse? Cards, flowers, chocolates and dinner out are
Maximizing The Step-Up Basis
Recent legislation was going to reduced estate tax exemption for 2022, however, insufficient support is leaving taxpayers with an exemption
Capital Losses
Capital Losses Over the years as an investor, you don’t set out with the goal of losing money. But part
