Recently I read an interesting article from The Wall Street Journal titled “The Hottest Corporate Fad: Pay CEOs to Find Successors.” What a novel idea, particularly for a family-owned business! According to the articl...
(read more)
Estate planning is a daunting task for most anyone, but estate planning if you are a family business owner is usually twice as difficult. So much must be considered: the estate plan needs to address the equitable division of assets among the heirs while minimizing the i...
(read more)
I recently came across a great article in Entrepreneur about re-focusing a fourth-generation family business in a new strategic direction. In this first person chronicle, Will Hou...
(read more)
The business decisions you make today will impact the success of your exit plan, whether you’re looking to exit next year or five years from now. In this webinar, Bond Beebe Principal Geoff Brown, CPA will discuss exit planning strategies with seasoned busine...
(read more)
Trusts are an important component of estate planning, as they allow you to preserve your wealth for future generations. There are many different types of trusts (an almost overwhelming amount); your unique family and financial situation, and your goals, will help determ...
(read more)

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08_Benefits

Should You Be Paid to Find Your Successor?

Joel C. Susco, CPA, Principal
Recently I read an interesting article from The Wall Street Journal titled “The Hottest Corporate Fad: Pay CEOs to Find Successors.” What a novel idea, particularly for a family-owned business! According to the article, sixteen Fortune 1000 companies have indicated that there is a direct link be...(Read more)
15_Family-Business-Knowledge-Base-(relationships)

The Gray Areas of Estate Planning for a Family Business

Joel C. Susco, CPA, Principal
Estate planning is a daunting task for most anyone, but estate planning if you are a family business owner is usually twice as difficult. So much must be considered: the estate plan needs to address the equitable division of assets among the heirs while minimizing the impact of estate, gift and inco...(Read more)
01_Leadership

Estate Planning Checklist: A Guide for Families and Family-Owned Businesses

Joel C. Susco, CPA, Principal
Often when we give a gift we look at the recipient to watch his/her expression. We hope to see eyes widen with delight and a smile form as he/she open that especially chosen item. We look to the recipient to be happy with our choice. One of the best gifts you can leave your family is an estate th...(Read more)
17_Family-Business-Knowledge-Base-(structures)

The One Thing Your Family Business Culture Needs

Geoffrey D. Brown, CPA, Principal
I recently came across a great article in Entrepreneur about re-focusing a fourth-generation family business in a new strategic direction. In this first person chronicle, Will Housh, the current business owner, tells his story of selling the family’s HVAC business and refocusing it on an ecommerce...(Read more)
13_Family-Business-Knowledge-Base-(overview)

Planning for Digital Assets

Billy Thomas
We've asked Anne Coventry of Pasternak & Fidis, P.C. to share her recent article from the firm's newsletter. Pasternak & Fidis, P.C. is a Bethesda-based firm that has been serving individuals, families and businesses for over 35 years.  Anne Coventry, a partner in the Estate Planning & ...(Read more)
09_Membership-Services

Webinar: 5 Secrets to a Successful Exit Strategy for Your Family Business

Geoffrey D. Brown, CPA, Principal
The business decisions you make today will impact the success of your exit plan, whether you’re looking to exit next year or five years from now. In this webinar, Bond Beebe Principal Geoff Brown, CPA will discuss exit planning strategies with seasoned business advisor Ed Davis, CPA, CVA of Harves...(Read more)
17_Family-Business-Knowledge-Base-(structures)

Types of Trusts: Estate Planning for Your Family

Joel C. Susco, CPA, Principal
Trusts are an important component of estate planning, as they allow you to preserve your wealth for future generations. There are many different types of trusts (an almost overwhelming amount); your unique family and financial situation, and your goals, will help determine which trust is best for yo...(Read more)
02_About-FBA---Overview

Family Business Estate Planning: Establishing a Family Limited Partnership

Billy Thomas
In estate planning, families are presented with many financial challenges: asset control, asset protection, ensuring the financial literacy of future generations, and maintaining wealth for future generations. In certain cases, a Family Limited Partnership (FLP) is a helpful estate planning tool to ...(Read more)