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Articles by Carrie Larson
3 Simple Ways to Wrap Clothing
Download Article Tutorials for creating different kinds of gift-packages with a shirt and wrapping paper Download Article When you take the time to pick out a thoughtful gift for someone, you typically want it to be wrapped nicely. Unfortunately, some items are trickier to wrap than others. If you’re giving someone a shirt and you’re not sure how to wrap it, you’re in luck! You can place the shirt in a garment box to create a nice rectangular package.
Charitable Planning Before the Sale of a Business
https://www.wealthmanagement.com/sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png Avoid tax traps that get in the way of a successful gift. David Thayne Leibell, Carrie J. Larson, Brian Schimpf | Feb 20, 2020 Charitable planning in advance of the sale of a closely held business sounds like an effective way to minimize income taxes.
Planning for the Sale of a Closely Held Business
https://www.wealthmanagement.com/sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png A roadmap to help facilitate the process David Thayne Leibell, Carrie J. Larson, Brian Schimpf | Feb 22, 2019 According to a recent UBS survey, 41 percent of closely held business owners expect to exit their businesses in the next five years. Many are Baby Boomers who are at or beyond traditional retirement age.
A Road Map for Selling a Closely Held Business: Part 3
In parts one and two of this series, we laid out a roadmap for preparing a closely-held business for sale, tackling issues ranging from assembling a crack team to the importance of financial planning before sae to the types of buyers you may encounter. In this final installment, we wrap things up with a discussion of the potential tax value of gifting prior to a sale, as well as the importance of post-sale planning. First, it's important to know the tools available to you.
A Roadmap for Selling a Closely Held Business: Part 1
In this first installment, we lay out core issues, such as timing, family dynamics and assembling a team. David Thayne Leibell, Carrie J. Larson, Brian Schimpf | Feb 27, 2019 According to a recent UBS survey, 41 percent of closely held business owners expect to exit their businesses in the next five years. Many are Baby Boomers who are at or beyond traditional retirement age.
Make America great, but hold the hate
Many presidents have assumed the reins of a divided nation, but we’ve never seen anything like the reaction to Donald J. Trump’s 2016 presidential election.Half of the country believed Al Gore was cheated out of his shot at the White House in 2000, but the run-up to George W. Bush’s presence in the Oval Office offered nothing like what we are seeing now.
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