How Divorce Attorneys Can Leverage a Financial Advisor | Free Webinar
Register Now

Posts by David Goldner

How to Prepare for the Future With an Estate Plan

While no one gets excited about estate planning, for your family's sake, it's important to make sure your plan is up to date. This article covers some of the important information I like to share with clients during the estate planning process.
Read The Full Blog
Filter Blog Posts By Topic

What Parents and Grandparents Need to Know About Custodial Accounts

Parents and grandparents establish custodial accounts for children for various reasons. For example, grandma might want to set aside $10,000 for her granddaughter, or maybe Mom and Dad want a tax shelter for their child’s savings. However, many folks...
Read The Full Blog

Pay Less In Taxes When Transferring Your Family-Owned Business to the Next Generation

There are many different ways a business owner can transfer a family-owned business to the next generation. Each method comes with its own set of risks and benefits, especially when it comes to tax implications associated with the transfer or sale.
Read The Full Blog

When Do You Need a Business Valuation?

A business valuation is often required to accomplish various personal, estate or business goals. There are certain life events that require business owners to get a business valuation.
Read The Full Blog

4 Critical Tax Consequences to Consider When Selling Your Business

The sale of a business is often the most significant financial event an owner faces during his or her lifetime. Many times, however, the owner begins negotiating the sale without understanding how critical tax aspects of the deal structure can have a...
Read The Full Blog

Which Valuation Method Should be Used for a Valuing Business for Gift and Estate Tax Purposes?

In the recent Tax Court opinion in Estate of Aaron U. Jones v. Commissioner of Internal Revenue (T.C. Memo 2019-101), the court came to some surprising opinions that benefit taxpayers valuing businesses for gift and estate tax purposes.
Read The Full Blog
1 2 3 4

Get The Latest Business, Tax And Financial Insights.