If the proposed Section 2704 regulations go into effect as written, high-net-worth families will lose a powerful estate-planning technique that has been used for decades to protect assets that are transferred as gifts or bequests to heirs.
At Southard Financial, we get it.
Your company is constantly dealing with change — in the industry, in the marketplace, within your customer base.
Maybe you’re looking to seek out new partners and/or capital for expansion and growth. Perhaps it’s time to add to, or sell off, part of your portfolio. Or this might be the time to acquire a new company, or sell yours.
It’s time to shake things up (a bit).
As part of our revamped website, this blog is a special space — a sort of town commons, if you like — where we can all discuss topics of interest to our clients and our team. We hope you’ll join us, by reading, commenting, and sharing posts you like so that others can join in the conversation.