A message from Steve Gorin:
This blog is intended to help business owners — and those who advise or support them — consider strategic issues, avoid tax traps, or spot tax opportunities.
It is an offshoot of my popular quarterly newsletter, “Gorin’s Business Succession Solutions,” which dives more deeply into the issues highlighted on this blog and is specifically written for CPAs, lawyers, trust officers, family office professionals, and financial advisors. Each newsletter also includes a link to the most recent version of over 1,300 pages of technical materials on nearly every aspect of business succession planning. Each newsletter in that series is followed a few weeks later by a webinar for which continuing education credit may be available. Click here to sign up for the newsletter.
Additionally, each January, reporters for the American Bar Association’s Real Property Trust & Estate Law Section cover the University of Miami’s Heckerling Institute on Estate Planning, the largest such conference in the country, producing a dozen or so summaries. I forward their summaries, along with some brief commentary, to those who subscribe to my Heckerling Newsletter.
All of these are completely free resources.
In addition to helping clients directly through my law practice at Thompson Coburn LLP, I also consult with advisors throughout the country, adding value to the services that they provide to their clients as a strategic consultant for services they provide or as a provider of specialized services.