Succession Planning: 5 Questions to Ask
Over the years, we’ve noticed a correlation between how much time a business owner spends reflecting on personal and financial goals and how satisfied they are with the outcomes when
Over the years, we’ve noticed a correlation between how much time a business owner spends reflecting on personal and financial goals and how satisfied they are with the outcomes when
There is no doubt that inflation is top of mind for most businesses. Any argument around whether it is transitory has been settled. However, for most business owners, one question
In 2011, the Internal Revenue Service issued Revenue Procedure 2011-29 (Rec. Proc.) which provides a safe harbor election for allocating success-based fees paid in a variety of business transactions, such
As we approach the fourth quarter of 2022, and with most 2021 tax returns having been filed, many taxpayers and their advisors are reviewing tax laws, expenditures and credits to
Early this month, the U.S. Government signed into law, the Inflation Reduction Act (the “Act”). Included in the Act are multiple pieces of legislation that advance ideas which have been
Changes to tax law that limit interest expense deductions for businesses underscores that now might be a good time to start thinking about your 2022 taxes and the potential impact
Key Benefits from Congressional Action on Retirement Savings According to the Federal Reserve, 40 percent of American families do not have enough emergency savings to pay for an unexpected expense,
There is still time to realize income tax savings by setting up an Employee Stock Ownership Plan with the Secure Act 1.0 and Section 401(b)(2) for 2021 Income Tax Filing.
Employee ownership remains a bipartisan initiative because of the widely acknowledged benefits to job creation, employee retention, and healthy communities. Recent developments in legislation support this movement. To help make
© 2023 Lazear Capital Partners, Ltd. All rights reserved.
© 2023 Lazear Capital Partners, Ltd. All rights reserved.