money

The Importance of a CEO Succession Strategy

50% of today’s companies which have a turnover of $500 million do not possess a suitable CEO succession plan. This may come as a bit of a shock as such strategies are highly essential to maintain a healthy growth of a company.

How Will I Know?

How Will I Know?

The Tax Cuts and Jobs Act of 2017 doubles the estate tax “unified credit” to $11.2 million per person for 2018. This should cut the number of estates filing returns to less than 4,000 per year. But careful planning is still in order to make sure your legacy goes where you want it going. So call us when you’re ready to plan, and let’s make beautiful (financial) music together!