Tax implications: end of the year estate and tax planning

February 1, 2015 at 3:00 am

2009_Winter_GMM_Tax_Implications_Downriver_ProfileEvery year around this time, our offices receive a flurry of telephone calls, from clients and financial advisors alike, with questions regarding end of year estate and tax planning. This year is no different.

Read the full article

Challenges that business owners contend with when transitioning the business to the next generation

February 1, 2015 at 1:00 am

2007_Sept_GMM_Estate_and_Business_Successor_Planning_DownriverProfileBusiness succession planning, asit is typically described, contemplate scurrent ownership and leadership roles of the business entity, as well as how to transfer the ownership to the next generation and how to fill leadership positions as part of that process. Proper business succession planning involves a team of professionals to handle the intertwined legal, financial, tax and family dynamics that are always part of the process.

Read the full article