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 a few thousand 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.
Coverage and commentary from the 2023 Heckerling Institute
All of these are completely free resources. If you’re already signed up for one of these newsletters (or my blog) and would like to be added to the other list, please e-mail me from the following links to be added to the Business Succession Solutions Newsletter, the Heckerling Newsletter, or both, and we can add you without any additional steps. If you’re already signed up for one of these newsletters and would like to be added to my Business Succession Solutions blog, please e-mail me, and we can add you without any additional steps.
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.