Adam Van Deusen has made available for download their article, “Creating Client Service Calendars That Demonstrate Ongoing Advisor Value,” published on Kitces. The abstract is as follows: While it can be easy for financial advisors to recognize the wide range of ways they add value for clients throughout the year, clients themselves might not be … Continue reading Adam Van Deusen: Creating Client Service Calendars That Demonstrate Ongoing Advisor Value (February 13, 2023)
Category: Businesses Closely Held
Forbes: S Corp To Partnership Conversion Under Build Back Better (October 1, 2021)
Forbes has published an article, “S Corp To Partnership Conversion Under Build Back Better”, which discusses provisions of the Build Back Better Act such as the differing restrictions between S Corporations and Partnerships. The article begins as follows: One of the most exciting provisions of the Build Back Better Act, to me anyway, is the … Continue reading Forbes: S Corp To Partnership Conversion Under Build Back Better (October 1, 2021)
BDO: Frequently Asked Questions Related to Employee Stock Ownership Plans (ESOPs) (April 2021)
BDO has published an article, “Frequently Asked Questions Related to Employee Stock Ownership Plans (ESOPs),” which discusses the logistics behind an ESOP, and the benefits these kinds of retirement plans can produce. The article begins as follows: Employee ownership can be an attractive option for owners looking to sell their business while maintaining their legacy … Continue reading BDO: Frequently Asked Questions Related to Employee Stock Ownership Plans (ESOPs) (April 2021)
Wealth Strategies Journal 