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Browsing: closely held business

Two co-owners on the floor of their closely held manufacturing business succession planning 2026

Connelly’s Estate-Tax Trap Outlived the $15 Million Exemption. It Moved to the States.

June 3, 2026

OBBBA’s $15M exemption did not kill the Connelly buy-sell trap. It moved to state estate taxes, where one insurance-funded redemption can cost $82,400.

Browsing: closely held business

Connelly’s Estate-Tax Trap Outlived the $15 Million Exemption. It Moved to the States.

The Family Office Governance Gap: A Record Reallocation With No Plan for Who Decides Next

Direct Indexing and SMAs: How Advisors Outsource Beta and Keep the Tax Alpha in 2026

Connelly’s Estate-Tax Trap Outlived the $15 Million Exemption. It Moved to the States.

The $210,000 QLAC Carve-Out That Defers RMDs Past 85 and Protects the Senior Deduction

Morgan Stanley Fills 45.8% of Private Credit Redemptions as the Banks Pull Back

The $6,000 Senior Bonus Deduction Has a Phaseout Most Retirees Will Trip

RIA M&A Concentration: The Average Seller Now Manages $1.16 Billion

ETF Share Class Conversions Go Live: 98 Filings Line Up Behind Dimensional

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