Clients & Incapacity: CPAs Expanding Relationship & Responsibilities
Lara Gilman and Genevieve Larson, Speakers, Planning for Incapacity: How to Identify and Manage the Day to Day
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How to Plan for a Smooth Transition of Your Family Business
Family Wealth Senior Associate Lauren Galbraith discusses how family internal dynamics play a role in transferring significant assets, especially a business, between generations. Link to read the full article.
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Succession Planning for Wineries and Vineyards
As wine families tend their grapes, so too should they tend their business succession planning. Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients,...
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Publication
How to Plan for Successful Winery, Vineyard Business Succession
Harnessing the energy and ambition that tends to surface at the start of a new year, now may be a good time to consider your personal estate and business succession planning. Developing a plan...
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Publication
Protect Your Charitable Deduction Recently Issued Final Regulations Affect Substantiation Requirements
Charitable donors expecting an income tax deduction must obtain, maintain, and in some cases provide to the IRS specific documentation to substantiate their donation. Donors should pay careful attention to these substantiation requirements, because...
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