Ownership

Donor-advised funds: Planning for the exit

DAFs are relatively quick and easy to stand up, but clients and their advisors often fail to think through what will happen to the fund when the donor-client is unable to personally manage the account anymore.

A hot pink heritage

The 66-year-old, family-owned and -operated Madonna Inn’s high-kitsch aesthetic continues to attract international travelers — and a few local thieves.

Lifetime exemption sunset: Key considerations for 2024 and beyond

Estate planning is a crucial aspect of financial management, and understanding the current laws and exemptions is essential for maximizing wealth transfer. As we...

Sustaining family businesses through disasters

The principles of Disaster Theory can be adapted to family businesses, providing insights into navigating succession challenges, family conflicts and changing market conditions.

Family business tax priorities take shape in Congress

Family business owners recently voiced their tax concerns at the final Congressional Family Business Caucus of 2024.