Keyword: tax-free capital dividends

Keeping it all in the family

To avoid anger, bickering and distrust during transition of a family business,’s Mark Halpern advises a documented succession plan.
Planning for high-net worth family businesses is so important. If only   Read More

Tax planning for business succession

Developing an effective tax planning strategy for selling or transferring your business is not so simple. Potential successors or acquirers may be family members, non-family management or outside third party   Read More