CareersBusiness Succession
Business Services
Our Business Succession Difference
The myriad of related-party rules embedded in the Internal Revenue Code make it imperative that family businesses not only use attorneys who are skilled in business succession planning, but who also have experience in multiple disciplines. With our collective firm-wide insight, we proactively position our closely held and family business clients ahead of challenges, in addition to providing in-house accounting professional services.
As local and national speakers for numerous professional organizations, our dedicated counsel is known for:
- Estate planning
- Trusts and estates
- Federal income taxation
- Employee Stock Ownership Plans (ESOPs), Employee Retirement Income Security Act (ERISA) and non-qualified deferred compensation, particularly as it relates to middle market entrepreneurial clients
Nationally published highlights from our attorneys include:
- Authoring the chapter on Section 83 for the LexisNexis online tax library
- Authoring two legal treatises on tax and financial planning for the closely held family business
- Writing numerous feature articles in major publications on related business succession matters
Business Succession Team
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