Acuity Advisors
Many Possible Outcomes, One Right Result.
Like many things coming out of Washington lately, the recently proposed Biden Tax Plan has, so far, inspired little other than confusion and angst across Wall Street, Main Street and Bourbon Street. With the government and Federal Reserve teaming up to inject record sums of fiscal and monetary …
Learn more about Gain & Pain: How Biden’s Tax Plan Could Impact Your Exit
On March 25, 2021, Senators Bernie Sanders and Sheldon Whitehouse formally proposed a bill, known as the 99.5% Act. The proposed bill rolls back many of the cuts included in the 2017 Tax Cuts and Jobs Act. Some of the more impactful changes for many families include: A reduction of the gift tax …
Learn more about Gift & Estate Tax Planning: Decisive Action Required
In the universe of exit strategies for owners of privately held companies there are, basically, five approaches – family transfers, mergers and acquisitions, third-party sales, sales to employees, and the Employee Stock Ownership Plan (ESOP). Alone among them, Congress deliberately designed …
