Resources

Question:  What is a dynasty trust?

Question:  I will be receiving a distribution from my employer’s retirement plan consisting of cash and employer stock.  Am I better off paying tax on the employer stock or rolling over...

Question:  I plan on merging my corporation with a public company and receiving cash and stock in return. Can I avoid paying income tax on the stock I receive?

Question:  I sit on the board of Directors of a public charity which is planning to purchase a real estate property owned by one of the board member’s companies.  Should I be concerned if the...

Question:  I have been advised that personal goodwill can help me avoid the double tax that will result when I sell my C corporation assets.  Is this true?