As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

A 1031 exchange allows your clients to sell an investment property and purchase another like-kind property while deferring the capital gains taxes on the sale. It’s a way for clients to retain real ...

Multi-tiered entities (MTEs) offer businesses a sophisticated organizational structure with multiple layers of ownership and control. But the complex ownership structures and intercompany ...

In my last post about shared ownership of cottages, I discussed items to consider when deciding whether to create a plan for future generations to share the ownership and use of the family cottage or ...

There is no one-size-fits all model for building a startup. At TechCrunch Disrupt, we heard from a handful of founders about alternative approaches to creating a sustainable company that ensures more ...

Employee ownership of businesses has been around for many years, but the different models are still widely misunderstood, forgotten, and even shunned — including by accountants. The most popular model ...

ASC financing is quietly shifting from all-or-nothing equity models to more nuanced ownership structures. Physician groups are increasingly exploring hybrid models, partial equity sales and governance ...

Forbes contributors publish independent expert analyses and insights. Serial technology CEO covering all things IT & Tech. When evaluating tech vendors, most companies focus on product fit, pricing, ...

In early March, the Small Business Administration (SBA) made one of the most significant policy changes in recent years by revising the eligibility criteria for 7(a) and 504 loans, shifting the ...