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Six Things Family-Owned Firms Should Know About Succession Planning

  Among the chief goals of succession planning is providing continuity of management and minimizing the tax costs of transferring property interests to new generations. Source: Six Things Family-Owned Firms Should Know About Succession...

International Investors and California: Roundtripping | California CEO Magazine

  For international investors who want to thrive in the California lifestyle, they face three different issues: immigration status, business investment and tax planning. For these clients, I recommend they consider “Roundtripping”, (i.e., they invest in a CA business,...

‘Merry Christmas’ or ‘Happy Holiday’? Your response says a lot about your politics, study says

Merry Christmas: Two-thirds of Democrats (66 percent) said stores or business should greet customers with “Happy Holidays” or “Seasons Greetings” instead of “Merry Christmas” out of respect for people of different faiths. Two-thirds of Republicans (67 percent) said...

#AssetProtection: How “Gamification”’ Can Improve Family Education and Engagement

  Family businesses spend an extraordinary amount of time and capital (financial, human and intellectual) on skill building and education within the family system. Rising members of the family system must master many different skills. Some of these skills can be...

#AssetProtection: When Family Conflict Threatens the Business

When conflict arises between family and business goals, the natural inclination to minimize it can lead to a pattern of dysfunctional communication and greater conflict. The common practice of triangulation rarely leads to resolution of underlying issues and can be...

#VentureProtection: Once more, Ivanka Trump steps into spotlight for her father

Trump has long relied on his children in business. Ivanka, Don Jr. and Eric all hold executive positions at the Trump Organization, working in side-by-side-offices a floor below their father’s.That same family-driven model has extended to politics. Trump’s...

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