Are you planning to take a business trip this summer? If your destination is known for its cultural or recreational attractions, you might want to combine some leisure with your business activities. You still may be able to enjoy plenty of tax benefits from the trip — if you stick to a strict tax itinerary. The…

Trusts generally are used to reduce tax and help individuals leave wealth to their loved ones. But most trusts don’t last forever and applicable taxes may discourage trust owners from leaving wealth to generations beyond, say, their grandchildren. However, a dynasty trust is different in that it specifically enables a wealthy family to arrange for a…

Merger and acquisition (M&A) activity increased significantly in the fourth quarter of 2023, signaling a hot M&A market for 2024. But there are some potential pitfalls for unwary buyers and sellers. Here are some common mistakes and how a business valuator can help ensure your deal goes as planned. Reliance on Valuation Rules-of-Thumb   Some M&A participants…