by Susan Grissom | Mar 17, 2026 | Business, Estate Planning
A 1031 exchange, also known as a like kind exchange under Section 1031 of the Internal Revenue Code, allows real estate investors to defer paying capital gains taxes when they sell an investment or business property and reinvest the proceeds into another qualifying...
by Susan Grissom | Feb 10, 2026 | Business
Documenting a business sale or transfer is one of the most significant decisions an owner will make. Whether you are passing the company to a family member, bringing in a new partner, or selling to a third party, the documentation must be thorough and precise. Without...
by Susan Grissom | May 27, 2025 | Business, Corporate, Estate Planning, Wills & Trust
Every business owner eventually faces the question: what happens to the company when you step away? Business succession planning is important for ensuring a seamless transition and protecting the future of your business. Whether you plan to retire, pass the business...
by Susan Grissom | May 20, 2025 | Business
For small businesses, intellectual property (IP) is often one of their most valuable assets. Whether it’s a unique product, brand, or innovative idea, protecting your intellectual property ensures that your hard work and creativity are protected from unauthorized use....
by Susan Grissom | Feb 18, 2025 | Business, Corporate, Estate Planning
The transition of your family business to the next generation is a complex process that requires careful planning and communication. Having a well-structured succession plan can mean the difference between a seamless transfer of a family business and costly legal...
by Susan Grissom | Nov 12, 2024 | Business
Running a business with a partner can be highly rewarding, but it can also present challenges. Sometimes, circumstances change and the need to buy out your business partner becomes the best course of action. Recognizing the signs that indicate it’s time for a...
