Valuation Strategies

The many uses of a SWOT analysis

Performance, Small Business, Strategic Business Planning, SWOT Analysis (Strengths / Douglas Freeman

Using a strengths, weaknesses, opportunities, and threats (SWOT) analysis to frame an important business decision is a long-standing recommended practice. But don’t overlook other, broader uses that could serve your company well. Performance factors. A SWOT analysis starts by spotlighting internal strengths and weaknesses that affect business performance. Strengths are competitive advantages or core competencies […]

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Why it’s important to plan for income taxes as part of your estate plan

Estate Planning, Estate Tax, Federal Income Tax, Gift and Estate Tax, Individual Income Tax, Internal Revenue Service (IRS) / Douglas Freeman

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much smaller amount resulted in estate plans attempting to avoid it. Now, because many estates won’t be subject to estate tax, more planning can be devoted

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