Building a business is about creating a legacy for your family, wealth, and future. But have you thought about your exit strategy? Early Exit Planning is crucial to achieve your personal and career goals and to maximize the value of your hard work. Don't wait until...
When you’re dealing with a loved one’s estate, there can be a lot of foreign terms suddenly tossed at you. One of them may be alternate valuation date. This phrase may sound like gibberish and the explanation even more so. Figuring all of it out while dealing with...
When it comes to finance, it's hard to know all the special terms and abbreviations that get tossed out in the middle of a conversation. By the time you Google the meaning of a term, you've missed about 30 seconds of the meeting and you're at a loss. When consulting,...