Insights

Business Owner Tax & Exit Planning

Long-form writing from the Echelon Journal on this topic — planning, tax, estate, and the decisions that compound over a lifetime.

Introduction For many wealthy investors, long bull markets have created a different kind of problem: portfolios with big unrealized gains….

August 28, 2025

Introduction You are about to learn how to move assets into a corporation without an immediate tax bill. This article…

August 21, 2025

Introduction: Lessons from the Field When Congress first introduced Section 1202 in 1993, the intention was clear: incentivize investment in…

August 4, 2025

When it comes to aircraft ownership, understanding the tax implications can mean the difference between a six-figure deduction and a…

July 24, 2025

As your tax advisor, I want to walk you through exactly what happens when you sell your business and how…

June 19, 2025

As a financial advisor with decades of experience in business transition planning, I often find that business owners face important…

May 22, 2025

In the fast-paced world of entrepreneurship, success often hinges on making smart financial decisions. And the quality of those decisions…

March 12, 2025

A key component of a buy-sell agreement or other business transition documents is the provision of a predetermined valuation clause…

February 17, 2025

Tax planning plays a crucial role in managing business finances and maximizing profitability. One effective strategy that entrepreneurs and small…

November 5, 2024

Buy-sell agreements are legally binding documents between business partners that govern how business interests are treated if one partner or…

November 5, 2024