Employee & Business Owner Planning

Topics

June 30, 2026

Stock compensation planning: Why waiting is often the most expensive strategy

Equity awards can be advantageous if managed with a well-thought-out strategy.

December 31, 2025

Practical tax advice for businesses as a result of the OBBBA

H.R. 1, P.L. 119-21, the law commonly known as the One Big Beautiful Bill Act (OBBBA), contains provisions of special interest to business taxpayers. This article summarizes some of them and offers tax planning tips.

December 1, 2024

Tax planning for physicians

These typically high-earning individuals can benefit from advice on retirement plans and reducing taxes through such means as, for self-employed physicians, forming an S corporation.

September 26, 2022

IRS raises per diem standard rates for business travel

Under Notice 2022-44, the high-low method rates will be slightly higher and the list of high-cost localities in the continental United States is revised, both effective Oct. 1.

June 1, 2021

Planning considerations for cross-border compensatory equity

Compensatory equity, such as company stock, held by employees that was acquired in connection with the performance of services may result in unexpected issues.

December 1, 2019

Business entity selection after the TCJA: Post-death considerations

This discussion considers some of the key differences
that affect post-mortem planning when looking at entity selection.

October 1, 2014

Global Family Business Succession Survey: Eight Principles of Succession

This item highlights eight principles of succession. It is important that tax advisers not only provide guidance on the tax implications of their clients’ succession plans, but that they also help their clients understand these important business succession principles.

December 1, 2012

Top 10 Steps of Succession Planning for a Privately Held Business

Succession planning for the privately held business results in an orderly transfer of the ownership and management of the business to the next generation in a tax-efficient manner.

January 1, 2012

Using a Buy/Sell Agreement to Transfer Ownership

A buy/sell agreement is a contract that restricts business owners from freely transferring their ownership interests in the business; they are a tool in providing for a planned and orderly transfer of a business interest.