Blog Posting By Tag: Concentrated Wealth

Posted: Oct 16, 2017
Awards of company stock in any form are a meaningful and commonplace way for employers to compensate their valued employees beyond their regular salaries. But all too often — as a result of this generally welcome benefit — we see investors accepting... Read More...
Posted: Oct 05, 2017
Earmarking the family home — or some portion of it — to fund a Charitable Remainder Trust (CRT) can satisfy philanthropic intent, reduce personal taxes, and generate long-term income. For those with certain needs and desires — coupled with the right... Read More...
Posted: Sep 13, 2017
While parents without substantial resources tend to discuss family financial matters with children out of necessity, those with means often avoid the topic. However, even for parents who are in a position to cover all of their family’s financial... Read More...
Posted: Aug 02, 2017
Every family is different.  Some are very open, sharing details about nearly everything in a loud boisterous manner; others are more reserved and less comfortable revealing personal information.  No matter what your family dynamic, there... Read More...
Posted: Jun 26, 2017
In today’s world of innovation, where one idea could turn a young entrepreneur into an overnight million(billion)aire, it is becoming increasingly common for a financially successful individual to accumulate far more wealth than their living parents... Read More...
Posted: May 02, 2017
With Republicans controlling both the White House and Congress, there is an increased likelihood of tax reform legislation hitting the debate floor.  Proposals by President Trump and the House Ways and Means Committee appear to support the... Read More...
Posted: Jan 30, 2017
Are you thinking of starting a business but do not have enough capital?  Consider creating a family limited partnership (FLP).  By pooling funds with family members you can open a business not otherwise possible due to lack of money or... Read More...
Posted: Dec 21, 2016
From Mount Rushmore National Memorial to the Crazy Horse Memorial to the Corn Palace and Wall Drug, South Dakota offers numerous must-see attractions.  You might ask what a state with a  population of just 858,469 (as of July 1, 2015),... Read More...
Posted: Oct 25, 2016
The decision to leave a start-up carries with it a host of considerations that differ significantly from the choice to depart from an established public company.  Specifically, if you are considering leaving your start-up company, there are... Read More...
Posted: Oct 25, 2016
In June of this year, Microsoft announced plans to acquire LinkedIn for $196 per share in an all cash deal. This is great news for LinkedIn shareholders and this is only one of 32,203 M & A deals announced during 2016 which total value estimated... Read More...

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