April 20, 2023

Strengthen strategic planning with competitive intelligence

Competitive Intelligence, Merger & Acquisition, Small Business, Small Business Owners / Douglas Freeman

Business owners and their leadership teams are rightly urged to engage in regular strategic planning to move their companies, thoughtfully and consciously, in a positive direction. However, no matter how sound a set of strategic objectives might be, it’s always important to bear in mind that your competitors have plans of their own. That’s why […]

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There’s a favorable “stepped-up basis” if you inherit property

Estate Planning, Estate Tax, Gift and Estate Tax, Real Estate / Douglas Freeman

A common question for people planning their estates or inheriting property is: For tax purposes, what’s the “cost” (or “basis”) an individual gets in property that he or she inherits from another? This is an important area and is too often overlooked when families start to put their affairs in order. Under the fair market

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