Skip to main content

News & Updates

Business Owners: Stars May Align for a Sale, But Don’t Forget Wealth, Tax Planning

Date

August 10, 2021

Read Time

1 minute

Share


Suzanne Shier was recently interviewed by Mary Sullivan Joseph discussing the important wealth and tax planning factors that impact when a business owner should consider selling a stake in their company. The full article can be found here.


Filed under: Trusts & Estates

October 29, 2025

The Curse of the Unplanned Estate

Read More

October 15, 2025

Building a Legacy: Frequently Asked Questions About Philanthropic Structures

Read More