Over the years I have received several e-mails questioning the merits of working outside the family business when a job is waiting for them inside it. Here is one such…
Over the next 20 years, nearly $4.8 trillion of wealth is set to be transferred to the next generation of heirs. Much of that wealth will consist of the assets…
Over the past decade, business leaders have witnessed an explosion of management tools and techniques in the workplace. Change Management, Total Quality Management (TQM), Enterprise Resource Planning, Balanced Scorecard, Benchmarking,…
Change, Change, Change. We hear about globalization, speed, technology, virtual workforces, labor market, outsourcing, belt-tightening, etc. These and other forces may change the daily challenges of work, but the basic…
A popular national business magazine recently reported that “the late Richard Simplot’s 24% voting stake in Boise’s J.R. Simplot Co., started by billionaire dad J.R. Simplot, is worth only $54,450…
When selling a family business, one of the single greatest expenses will be taxes. That’s why careful planning is so important. Now, because of a new law that quietly took…
DO YOU REALLY KNOW WHAT YOU’RE GETTING INTO? Someone you love has named you the executor of their estate in their will. Aside from feeling pleased that they respected your…
Once upon a time, family business patriarchs had it easy when it came to deciding who would take over the family business. Centuries-old customs required that the eldest son “regardless…
Most people would answer that question”NO!” very quickly. But in the case of an owner of a business, who is also an officer of that business, the IRS may have…
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Mailing Address
4447 N Central Expy, 110-317
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Working From
Telluride
127 Double Eagle Drive
Telluride, CO 81435
San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067
Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266
San Antonio
11823 Mill Rock Road
San Antonio, TX 78230