Sentences with phrase «succession planning matters»

With clients seeking advice on wealth management, family inheritance and succession planning matters.

Not exact matches

When should doing what is right; putting oneself at risk; having proper succession planning; mentoring, coaching and developing the next generation of directors; and letting go gracefully and honorably, matter?
Most painful, the matter has weakened Murdoch's grip on his empire, divided his family and raised questions about his succession plan.
During the past year, the Leadership Development and Compensation Committee met with management and reviewed matters that included the design, amounts, and effectiveness of the Company's compensation of senior executives, management succession planning, the Company's benefit and compensation programs, the Company's human resources programs, including review of workplace discrimination and harassment reports, and feedback from the Company's shareholder engagement.
Among the services DP&F can provide are assistance with sales and purchases of wineries and vineyards, debt / equity financing, grape sale / purchase agreements, alcohol beverage regulation, land use planning, environmental regulation, establishment of wine appellations, broker and distribution agreements and terminations, license transfers, labeling matters, litigation involving wine contamination (including cork taint), and business succession planning.
Stefanie's studies at NYU focus on estate, gift and income tax matters relating to wealth succession planning and family business ownership.
It does not matter, therefore, which line of business you are in — government, education, health care, not - for - profit charity — , you need to plan for succession; because if you do not, there will be a leadership vacuum someday, and that could be disastrous for the organization!
Elaine Froese, a farm family coach and expert in succession planning based in Boissevain, Man., has a clear view on the best way to handle this matter.
He represents individuals and businesses in a variety of areas, including business and real estate transactions, business succession planning, regulatory matters and commercial litigation.
On the transactional side, we serve as consultants to law and accounting firms to provide tax counsel regarding matters as varied as, for example, business succession plan structures, corporate mergers, acquisitions and reorganizations, and tax - efficient structuring of property settlement agreements upon divorce.
The business law firm provides clients with counsel for business formations, succession planning, buying and selling businesses, employee and consulting agreements, customer, vendor and construction agreements, and real estate matters.
In her practice Andrea advises clients on a wide range of matters pertaining to estate planning and administration, international and domestic trusts, guardianship, and succession planning.
Ms. Keane's experience with closely - held businesses includes limited liability company and S corporation agreement negotiation and drafting, succession planning, federal income and estate tax matters, ISO and nonqualified stock option plan analysis and drafting, and Section 409A deferred compensation analysis.
Our Private Client team can advise on the full spectrum of private client matters including: Wills and Lasting Powers of Attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; and tax litigation.
Mark Kmiecik is a corporate attorney in the Milwaukee office of Davis & Kuelthau where he advises clients on international, federal, state, and local tax matters, as well as represents clients in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning.
Our tax attorneys regularly advise clients on tax matters affecting business entities, including formation and capitalization, operations, governance, succession planning, recapitalizations and restructurings, debt financing, and liquidations and dissolutions.
From business formation, commercial financing, real estate and employment related matters to succession planning and business acquisitions and sales, we assist clients with the growth of their business enterprises.
Representation of closely held businesses in day - to - day matters, business and succession planning, and inter - and intra - company disputes.
She has experience in will, trust and succession planning, wealth transfer and incapacity planning, probate, estate and trust administration, special trust and estate court applications and family law matters, including domestic contracts.
In the UK, Victoria trained and practiced with the Private Client team at Gordons, an award winning UK Commercial law firm, for over five years and specialized in advising clients on succession planning and inheritance tax issues, often involving multi-jurisdictional matters.
Business formation, tax planning, licensing, distribution agreements and succession are routinely handled by our Corporate lawyers, who represent wineries and vineyards in a range of business planning and operation matters.
Her tax knowledge also assists her in advising clients with respect to their business matters and succession planning.
Since its inception, Pollock Begg has dedicated its practice to family law, including divorce, custody, support, property division, protection from abuse, adoption, juvenile matters, estate planning, and business succession.
Our international private wealth team regularly advises high net worth individuals and family offices in relation to personal tax and private wealth matters, residence, succession planning, real estate structures, trusts, foundations and similar arrangements.
His advice covers such matters as management succession, partner appraisal and remuneration, peer reviews, firm strategy and its implementation including business planning and the positioning of law firms in their market.
James provides legal services to individuals, private corporations, partnerships, sole proprietors and other entities on the establishment of business structures, corporate reorganizations, purchase and sale transactions, estate planning, business succession planning, corporate financing and other matters.
Admitted to the Connecticut Bar in 1984, Attorney Zaccaro currently focuses his law practice in the areas of Real Estate Matters, Estate Planning, Probate, Alternative Dispute Resolution, Business Succession Planning, Commercial Law, Construction Law, and Municipal Law.
Practice Areas: Estate Planning, Estate & Trust Administration, Real Estate Matters, Probate, Alternative Dispute Resolution, Business Succession Planning, Commercial Law, Construction Law, Municipal Law
Corporate / commercial / employment law: Experience includes advising business owners on mergers and acquisitions, corporate finance and banking security, shareholder agreements and disputes, tax reorganizations, estate freezes, family trusts, wills and estate planning, succession planning and implementation, contractual matters and disputes.
• The Top Ten Legal Technologies — What Every Solo and Small Law Firm Should Be Using • Collaborating and Communicating with Clients in a Web 2.0 World • Speech Recognition Software and Digital Dictation — Talk to Your Computer — it will listen • Moving to a Paperless Office — It's Easier Than You Think • Your Bottom Line and PCLaw — How it Can Make Your Life Easier and Your Firm More Profitable • Identity Theft and Fraud — Protecting Client, Firm and Personal Data in a Wired World • Adobe Acrobat and PDF Files — The New (and only) Standard for Sharing Information • Microsoft Office — Word, Excel and PowerPoint — Tips and Tricks for Getting the Most Out of These Essential Tools • Surviving and Thriving in Tough Economic Times — How to Buld and Maintain a Better Clientele and a Successful Practice • Productivity Tools to Help You Attain Work - Life Balance in Trying Times • Hiring, Evaluating, Retaining, Firing — Managing Human Resource Issues in Small Firm • E-Discovery for the Rest of Us — Dealing With Electronic Information on Smaller Matter • Email Emancipation — How to Cut the Time that Email Takes Out of Your Day • Mobile Lawyers and the Remote Office — Maintaining Productivity from Home, the Cottage, and Overseas • Succession Planning and Retirement — Preparing for the Day You Stop Lawyering
Since you desire the coverage to provide for your business succession plan no matter when you die, choosing permanent life insurance makes the most sense.
In addition to having taught writing at the post-secondary level, she has direct experience developing the communications strategy of many HR - related matters, including talent acquisition, sourcing, retention, succession planning, and employee engagement.
We have co-mediated complex, multi party scenarios, family business succession planning, and specialize in client - friendly divorce and co-parenting matters.
No matter how certain the future appears, succession planning is an essential part of doing business.
Succession planning doesn't appear to be on the radar screens for many of Canada's real estate brokers, no matter what their age or financial situation.
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