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Businessmen in a meeting while standing over a desk.

Year-end planning: Position your business toward success in 2026
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Businesswoman leading team meeting.

Early planning can help baby boomer business owners prepare for the future, protect legacies
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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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Two business people using a digital tablet while walking in an office.

Bringing family members into your business — dos and don’ts
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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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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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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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A business is open sign.

Estate taxes on a closely held business under IRC 6166
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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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Senior couple taking a walk through their abundant orchard.

Selling a business: Income planning before the sale
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