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Housing complex with roof gardens.

Your real estate, heirs, and estate tax changes: What to know
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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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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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Two people holding pens point to printed financial information

How much cash should I have on hand now?
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Businesswoman drawing plans from home studio.

How do I help optimize my business finances for taxes?
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Two people view performance figures outside a well-lit upscale conference room

Bringing family members into your business – dos and don’ts
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Man in his 50s seated with laptop inside a home

What is private capital and why should you consider it?
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Businesswoman with arms crossed smiling.

Owe taxes? Should I sell assets or borrow?
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Businessman on top of moving escalator

Investment strategies to consider in 2025
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A husband and wife looking at a computer screen and smiling.

Three strategies for weathering market volatility in 2025
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