/ TAG Business Ownership

“Often, an executive’s income and future wealth are directly tied to the equity-based compensation they receive

"Knowing what risks you face and how to avoid the loss they can cause can give you the freedom to run your business successfully

Simply put, owners think differently than nonowners do.

Stars and professionals excel at what they do. But too often, their knowledge of how to protect and grow their newfound wealth is limited.

Now, based on the new tax law, is the time for you to rethink the structure of your foreign businesses if indeed they are operated by a U.S. pass-through.

Many don’t avail themselves of QSBS because they are simply unaware of or confused about its application. We think that should change.

Considering  the emotional as well as financial aspects of the event is key—and will yield a more successful result.

Buy-sell agreements are one of the most efficient means of transferring your business interest

There are important steps that need to be taken to obtain a winning succession for a family business

Most business owners would love to have employees who are as passionate about the company as they are

The liquidity event we are discussing typically happens when you, as a key person of a company, stand to receive

Partnering with an advisory team experienced in navigating challenges will help maximize the financial opportunities of working for a start-up.

Work in the home constitutes a fundamentally different environment from work in a business setting

Many of my high net worth clients regard their beautiful, hard-earned superyachts as the “golden ring” of their success

The short answer is yes

Successful business owners usually understand the value of financial planning

As a small business owner, you have the ability to manage your taxable income, so that you end up in a more favorable tax bracket.

Businesses are recognizing that they can attract top talent with company-sponsored financial planning.

Unless you’re in the financial advisory business or some related field, it’s unlikely that “fiduciary” is a word you use

The new audit rules cast a wider net and apply to all partnerships, regardless of the number of partners.

As the owner of a midsize business, your situation is unique, compared to those running smaller or larger companies