Author: Paul Weisinger
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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.
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Beyond Dollars & Cents
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.
Article
遗产税豁免将会下降-现在是时候做计划了
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.
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Exit Readiness: 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.
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Five Ways To Turn Your Business Into Cold, Hard Cash
Wondering how to monetize your biggest investment? Let us count the ways ...
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How To Know When You’re Ready 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.
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What Does The Word Rich Mean To You?
Everybody wants to retire rich, right? Well ... that depends. What does "rich" mean to you?
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Filing A Gift Tax Return? Don’t Forget The Business Valuation 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.
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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?
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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. Read on to learn about your options.
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Tax Reform Brings Business Valuation Changes
Yep. It's true. Tax reform will impact your business's value. Read on to find out how.
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把生意送给下一代的最佳时机
特朗普总统于12月6日签署了《比较靠谱的赌博软件》. 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. Read on to find out more.
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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. Read on to find out.
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家族企业屏息以待最终的企业估值决定
The U.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. However, after a firestorm of criticism, 这项建议可能会被修改或完全废除. Read on to learn more.
Other Stuff
幻灯片|你有什么需要保护你的业务吗?
拥有一家公司或领导一个组织可能会让人精疲力竭, 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 … Continued
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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. 企业主通常拥有50%到70%的…… Continued
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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 … Continued
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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 … Continued
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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 … Continued