BLBB Business Advisory Summer Update

BLBB Business Advisory Summer Update

1. We're going to start off by talking about positioning your business for rising taxes, including business transitions in light of decreased estate tax exemption and rising estate tax rates. So, Doug, what tax rates will be coming?There's a lot of uncertainty,...

BLBB EFM Quarterly Review – March 2021 Update

BLBB EFM Quarterly Review – March 2021 Update

This summary includes: Small Business Administration (SBA) Paycheck Protection Program (PPP) Updates and Strategies Tax Planning Observations: General Tax Planning – be strategic in 2021 as rates may be higher in 2022 Don’t forget the Research and Development Tax...

BLBB Business Advisory Summer Update

EFM Management Update January 2021

Contained within this summary: Changes implemented as a result of H.R. 133 being signed into law on December 27, 2020 as part of the $1.4 trillion omnibus spending bill ($900 billion stimulus package) for: Small Business Administration (SBA) Paycheck Protection...

BLBB Business Advisory Summer Update

EFM Management Update December 2020

This summary includes: Small Business Administration (SBA) Paycheck Protection Program (PPP) Updates and Strategies Tax Planning Observations: Overcoming the Federal $10,000 state and local tax deduction cap through use of state entity-level income tax elections for...

Preparing to Transition Your Business

Preparing to Transition Your Business

Protect your family’s interests and your company’s continuity A closely-held family business isn’t just a major asset, it’s the culmination of your life’s work and your passion. Over the years, you perhaps imagined a scenario where you would one day hand over the...