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A businessman standing on balcony with city skyline in the background.

What to consider doing with the family business when you’re ready to retire
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A contemplative married couple is holding moving boxes in their kitchen.

Be aware of house-purchasing scams
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Father and adult son in discussion while relaxing with family on poolside terrace of villa

Gifting equity in a home
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A row of luxury homes reflected in a lake.

Four considerations when buying more than one home
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Two businesswomen meeting in a conference room.

Taking a thoughtful approach to transitioning a business to the next generation
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Businesswoman seated across from client

Considerations for corporate executives before retiring
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Beach houses on a waterfront.

Questions you’re asking: What is considered a second home for tax purposes?
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Smiling senior man sitting with arm around woman on jetty by lake

Tax considerations when deciding on a state for permanent residency
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Housing complex with roof gardens.

Your real estate, heirs, and estate tax changes: What to know
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A business is open sign.

Estate taxes on a closely held business under IRC 6166
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Young woman examining the changes in the stock market at her office.

Tips for tax-efficient investing
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A business owner talks with key advisors

5 common regrets after selling a business – and how to potentially avoid them
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