Business Succession Planning is not Just a Fancy Term
It can mean the life or death of your business. Let’s say you’re an entrepreneur who has created a successful business, one that clearly bears your image. But have you …
Options Available When Gifting to Minors
The following outlines different methods of transferring assets to minors: OUTRIGHT GIFTSA direct transfer, i.e., the transfer of assets into the minor’s name or establishing a bank account in the …
Estate and Gift Tax Planning Discussion Points For 2024
For a list of questions to ask yourself or your clients to determine the need for a business succession plan contact Jeffrey M. Manley at: jmanley@maypotenza.com or at 602.774.3505.