While a concentrated position is often described as a “risk,” it is usually the result of success. A holding that has appreciated enough to represent a significant percentage of your wealth can certainly create challenges, but it can also create tremendous opportunity if managed thoughtfully.

Tax planning for high net worth families should be coordinated with their overall financial, investment, and estate plans.

How C-Corporation owners can defer taxes using a non-qualified deferred compensation plan (NQDC).

Qualified Small Business Stock (QSBS) allows business owners to avoid capital gains taxes if certain criteria are met.

Tracking these numbers are table stakes for a small or mid-sized business owner. As the owner, it's not necessarily your job to compile...

Value= Income x Multiple