Articles

Real Estate Investment Trusts (REITs) can be an excellent investment vehicle, offering tax benefits and portfolio flexibility. However, REITs can be complex. Among the key considerations are ownership requirements, asset tests, income tests and dist…

How can you use accountability to differentiate your family business? Two skills or attributes that are critical to creating accountability are assertiveness and compassion.

The impact of recent law changes in Connecticut regarding the taxation of pass through entities, such as law firms.

The SEC recently approved a public securities offering whereby investors would receive “tokens” – called Stacks (STX) – in the company as opposed to traditional “shares.” The article is an examination of what that means to investors, as well as the c…

IRC Sec 83 (i) is an incentive for startup and early-stage private companies to provide broad-based ownership of company stock to their employees. The IRS, in Notice 2018-97, provided some initial guidance for operating an option plan under section 8…

A Parenting Intent Document outlines the characteristics and skills that parents want their children to develop and display when they are ‘ready to launch.’

Cryptocurrencies have remained a retail dominated marketplace with institutions gradually and discreetly dipping their toes in crypto waters.

A discussion on how your exit strategy impacts your retirement income and how to identify and prepare successors for your business.

An information technology security update this month featuring the concept of using passphrases over passwords for better data security, malicious files being delivered via Microsoft OneDrive, and lessons you can learn from the recent Capital One dat…