作者: Paul Weisinger
Jun 12, 2024
事件
进展中的遗产:退出计划基本指南(利马)
Learn how to secure your business's future with 意图 & 协会的“进展中的遗产:退出计划的基本指南”.“与专家一起探索估值、税收和财富管理策略.
Jun 12, 2024
事件
进展中的遗产:退出计划基本指南(都柏林)
Learn how to secure your business's future with 意图 & 协会的“进展中的遗产:退出计划的基本指南”.“与专家一起探索估值、税收和财富管理策略.
May 24, 2024
事件
进展中的遗产:退出计划的基本指南(伍斯特)
你是一位希望确保公司未来的企业主吗? 不要错过这个宝贵的机会,深入了解复杂的退出计划. At this event hosted by 意图 & Associates, 你将听取行业专家的意见,他们将指导你完成退出计划过程, covering crucial aspects … 继续
Oct 20, 2022
博客
Considering An ESOP Exit Strategy?
当你选择开始员工持股计划(ESOP)之旅, 你将有机会将自己在公司的全部(或部分)投资出售给员工,同时保持自己的主导地位,以保持业务的连续性和控制权.
Sep 27, 2022
博客
Beyond Dollars & 美分
尽管财务数据在决定企业价值方面发挥着重要作用, it’s really only a starting point. 在大多数情况下,“价值”等同于量化未来对所有者或投资者的回报.
Jan 31, 2022
Article
Estate Tax Exemption Will Fall – Now is the Time to Plan
As values of businesses, real estate, and investment portfolios continue to rise, 考虑到未来的财产转移,现在是制定并实施纳税人遗产计划的时候了.
Jan 4, 2022
博客
Exit 意图diness: A Perfect Storm Fuels Surge in M & A
婴儿潮一代已经到了退休年龄,正在进行历史上最大规模的代际财富转移. 也许是时候开始讨论你的离职准备了.
Sep 18, 2019
博客
Five Ways To Turn Your Business Into Cold, Hard Cash
Wondering how to monetize your biggest investment? Let us count the ways ...
Jul 25, 2019
博客
Strategic Planning: Your Roadmap For Long-Term Success
Where are you going and how do you plan to get there? A strategic plan will help you chart the course.
Jun 21, 2019
May 10, 2019
博客
How To Know When You’re 意图dy To Exit Your Business
Don't leave the future of your business to chance. 找出为什么退出和继任计划对企业主至关重要.
Jan 23, 2019
博客
What Does The Word Rich Mean To You?
Everybody wants to retire rich, right? 好吧 ... that depends. What does "rich" mean to you?
Dec 11, 2018
博客
Filing A Gift Tax Return? Don’t Forget The Business 估值 Report
如果你打算将你的部分或全部业务赠与他人,并在今年提交赠与税申报表, don't forget to include a business valuation report.
Oct 18, 2018
博客
Don’t Follow These Steps If You Want To Grow Your Business
Want to know what NOT to do to grow your business? Keep reading.
Sep 20, 2018
博客
Not Quite 50 Ways to Leave Your Business
Are you ready to talk about how to leave your business? 伟大的! We've listed out your options.
Aug 29, 2018
博客
You Built A Business. You Grew Its Value. Now You Need To Protect It.
你全部净资产的一半以上与你的企业价值紧密相连. What are you doing to protect it?
Aug 9, 2018
博客
Do You Have A ‘Get-Out-Of-Business’ Plan?
There are many ways to leave your business, but whichever road you chose, know that there will be a lot of planning involved. 意图d on to learn about your options.
Jul 30, 2018
博客
That Buy-Sell Agreement Is More Important Than You Think
A buy-sell agreement is your safety net. 当你把它落实到位时,它保护了每个人的利益.
Jul 24, 2018
Apr 10, 2018
博客
Could You Give Your Employees The Keys To The Kingdom?
员工持股计划(ESOPs)越来越受欢迎. Are they right for you?
Mar 15, 2018
博客
Tax Reform Brings Business 估值 Changes
是的. 这是真的. Tax reform will impact your business's value. 意图d on to find out how.
Jan 9, 2018
博客
The Perfect Time To Gift A Business To The Next Generation
特朗普总统于12月6日签署了《安全的赌博软件》. 22, 2017, 引发了关于各种所得税影响的讨论, 但关于这项立法将如何影响企业主的继任计划,几乎没有人说. 意图d on to find out more.
Nov 14, 2017
博客
GOP Tax Bills Take Aim At Estate Tax
众议院共和党人终于公开了他们期待已久的税改计划,参议院也有了自己的版本. 众议院的文件中包括取消遗产税的计划. 意图d on to find out.
Aug 10, 2017
博客
家族企业屏息以待最终的企业估值决定
美国.S. 财政部和美国国税局发布了一项提案,对代代相传的企业资产进行限制. 然而, after a firestorm of criticism, 这项建议可能会被修改或完全废除. 意图d on to learn more.
Aug 12, 2015
Other Stuff
幻灯片|你有什么需要保护你的业务吗?
Owning a company or leading an organization can be grueling, uncompromising and unrelenting; but it can also be rewarding, inspiring and liberating. As you move forward in your career, 你的成功在很大程度上取决于你减轻风险和管理全面危机的能力. Fortunately, you don’t have to wait … 继续
Sep 1, 2012
博客
Building a Business is About Building Value
Why did you go into business for yourself? Was it to provide for your family? To do something you love? To control your own destiny? Those are probably all true to an extent; but more than anything, you should be in business to increase its value. Business owners typically have 50 to 70 percent of … 继续
Feb 15, 2012
博客
Gifting a Business Interest?
最近我们惊讶地发现,很多人都在考虑在没有企业估值的情况下提交赠予税申报表. 我们与一些人进行了交谈,他们认为自己不需要在赠与税申报表中附上商业利益的估值. Before you file your return without … 继续
Apr 27, 2011
博客
Considering Gifting Your Family Owned Business?
你有多少次获得500%的免税优惠? 联邦赠与税免税额就是这么做的——个人免税额从100万美元降至500万美元,夫妻免税额从200万美元降至1000万美元——但仅限于2011年和2012年. As a result, you have a … 继续
May 6, 2009
博客
继任计划对家族企业尤为重要
正如那句老话所说,当你没有计划时,你就在计划失败. 你知道吗,只有十分之三的家族企业有书面文件, formal succession plan in place? 另一项统计数据也揭示了一个同样发人深省的细节:12%的家族企业在第二代掌门人之后就倒闭了, largely due to … 继续