S corporation shareholder agreements should be carefully crafted by legal counsel in order to avoid certain events that can imperil the company’s S election. One important consideration is the language in the shareholder agreement related to nonvoting stock transfer restrictions. Learn how to address this issue—and avoid costly pitfalls—before it arises in the course of estate planning or a private company sale. See how nonvoting shares are needed.
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S corporations have become the most common business taxation structure in the United States since its creation in 1958, allowing businesses to achieve the advantages of the corporate characteristics of limited liability, combined with the pass-through income attributes of a partnership. Under this structure, it is important for the valuation analyst to consider various issues, including the so-called dividend income tax avoidance valuation adjustment model that was applied in the Estate of Jones U.S. Tax Court judicial decision.
On the path back to growth, organizations are placing the customer experience (CX) at the top of their lists of digital priorities, beating out operational efficiencies by the slimmest of margins. As the balance of interactions between businesses and customers skews more digital and mobile in a post-COVID world, organizations will do well to invest in new capabilities that will improve the quality of those interactions.
In this podcast episode, learn more about the latest updates on mandatory vaccine and mask policies, new action to ban non-compete agreements, a big free speech decision, New York regulatory updates, and a proposed wage and hour rule.
Things are new, not normal. As the pandemic recedes, businesses are not headed into a familiar past. Nearly two-thirds of CFOs are worried that talent shortages could impair their ability to meet short-term strategies. A similar percentage are worried about controlling compensation and benefits cost. Addressing this tension and other pressing priorities will help define success in a post-pandemic world.
Most business owners know that proper succession planning can help keep their business running strong into the next generation. They understand the importance of creating a plan to prepare heirs and key employees to run the business when it is time. In taking a different approach and applying the lessons learned, a list of seven “worst practices” is provided to help families prepare for an unplanned business transition.
The decision to sell your business is a big one, and you’re far from alone if you’re thinking about making this kind of transition. In this webinar, learn how to determine the right time to sell, the next steps once you decide to make that transition, and the essential tax considerations to keep in mind.
Knowledge is power, especially when seeking to build and maintain a strong financial foundation during these changing economic times. From this webcast, you will learn:the steps to solidify your estate plan (life plan);what to consider when selling/transferring your business; andhow to protect your financial future through various planning strategies, including careful designation of beneficiaries and charitable trusts.
When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better decisions. In addition, you can download the five steps toward empowering your operations today.
As the fast-moving tax reform train continues to pick up speed, Travis Lucas joins host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Find out what the tax proposals might mean for you, your business, and your family.