Month: January 2020

The One-Way Buy-Sell

Typically, small business owners are the active managers of their businesses, are heavily invested in their businesses, and generally rely on a small number of important accounts and suppliers.  Also, in most, if not all, cases no secondary market exists for easy valuation and quick disposition of ownership.

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Losing A Spouse Can Be Expensive…

Few people think about this – and I wish I could be the smart guy that thought of this for this post, but I wasn’t . It’s something called the widow’s penalty tax; it affects the surviving spouse.

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