Why You Want to Have an Estate Plan Sooner Rather Than Later By: Barry E. Haimo, Esq. July 21, 2025 Far too many people don’t think they need an estate plan until they’re either old or wealthy – if they even think they need one at all. But estate planning is about...
June 24, 2025 Internal Revenue Code Section 1202: The Qualified Small Business Stock (QSBS) Exclusion Internal Revenue Code Section (“Code”) 1202 is a highly attractive tax incentive designed to encourage investment in small, growing businesses. It...
IRC 1031 Like-kind exchange By: Barry E. Haimo, Esq. June 19, 2025 What is a 1031 Like-Kind Exchange? At its core, a 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows you to defer capital gains taxes and recapture and depreciation taxes when...
Top 6 Estate Planning Tips for Veterinarians By: Cristin Gerczak, Esq. October 19, 2021 As a successful veterinarian, you want to protect the success and stability of your veterinary practice. In order to gain peace of mind, it helps to know that you’re prepared...
What Kinds of Elements Should Entrepreneurs Use in Their Estate Plan? By: Barry E. Haimo, Esq. September 30, 2021 As an entrepreneur, you understand the time and energy necessary to make your small business run smoothly and successfully. But it can be hard to predict...
Top 5 Estate Planning Benefits for Real Estate Investors By: Cristin Gerczak. Esq. September 14, 2021 So you’re a savvy real estate investor. Of course you want to grow your portfolio and maximize a legacy that your loved ones can eventually inherit. Estate planning...
