Business Succession Planning

Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks

An investment vehicle with deferred capital gain recognition – a good opportunity or too good to be true? Tim Domino covers the benefits and risks of QOZs, primarily through private equity investments.

Infographic: The Process of Converting Your Business for Qualified Small Business Stock

The sale of Qualified Small Business Stock (QSBS) offers potential capital gains tax benefits. See an illustration of how this process could work if you currently have a pass-through business.

Why Qualified Small Business Stock is Making a Comeback

In light of changes from the Tax Cut and Jobs Act, the sale of Qualified Small Business Stock (QSBS) has the potential for significant capital gain tax benefits. Tim Domino explains what this strategy could mean for your business succession planning.