Success in succession

Nobody likes to talk about succession planning. But the new tax reform bill has made the topic impossible to ignore. Are you rethinking your family business or private company succession plan? If you are not, you should be.

“By doubling the basic exemption, the government has firmly put succession planning on the family business agenda. If you are even considering exiting the business within the next decade, you need to consider how this provision will influence your decision and your timing.” –Bill Jackson, Partner and National PMG Tax Leader