Archives

Marc Carlson | February 25, 2013 The next nine months are an exceptional window of opportunity for your clients to make family wealth transfers. The federal gift and estate tax exemption is [...]

Marc Carlson | February 13, 2013 A large part of many financial service professionals’ practices is helping clients with business succession planning. Yet only 29% of these professionals have [...]

Marc Carlson | February 6, 2013 “Small businesses,” that is, those that have less than 500 employees, comprise 99.9 percent of all businesses in the United States. The owners of these businesses [...]