News & Updates
How Family-Owned Businesses in Southern California Can Use Tax-Efficient Gifting & Ownership Transfers to Help Grow Family Wealth Without Sacrificing Control
Why Are Tax-Efficient Gifting & Ownership Transfer Critical to Your Long-Term Family Legacy? For family-owned businesses in Southern California, success isn’t just measured by profits - it’s measured by the family members, employees, and communities who rely on...
Year-Round Tax Planning for Family Businesses: 7 Moves High-Performing Owners Make Before 2025 Year-End
For family-owned, service-based businesses in Los Angeles and Southern California, taxes aren’t just a seasonal burden they're a strategic lever. The most successful business owners treat tax planning like a full-year discipline, not just a scramble come year end....
2025 Year-End Planning for Family-Owned Businesses: How Roth Conversions Can Be a Smart Move After a Down Year
Year-end planning for family-owned businesses can make all the difference because family-owned businesses know better than anyone: some years are strong, others feel like an uphill climb. Markets shift, industries change, and life throws in its own curveballs. But...
Is Change on the Horizon for Your Family Business?
From business decisions to personal changes, you can navigate every season with confidence. You just need a plan. Running a family-owned business means wearing more than one hat: leader, parent, spouse, caregiver, successor, or mentor. When life and business...
Avoid These 7 Costly Mistakes Family-Owned Businesses Make During Transitions
Owning a family business comes with its own unique set of rewards — and challenges. When it’s time to make a major transition, whether that’s selling the business, passing it to the next generation, or restructuring after a big life change, the stakes are even higher...
10 Questions Every Family-Owned Business Should Answer Before a Major Transition
Running a family-owned business is more than a job — it’s your livelihood, your legacy, and a reflection of the people who’ve built it. So can you answer these 10 Questions Every Family-Owned Business Should Answer? Whether you’re thinking about selling, passing the...
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