Wealth and Tax Matters: for Individuals and Private Companies

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Winter 2010

Operating a business is in many ways similar to life: it is a journey full of incidents, some good, others bad. Successful individuals seem to have the uncanny ability to identify opportunities even in challenging circumstances.

In this edition of Wealth and Tax Matters, several articles identify opportunities that present themselves during difficult times of personal hardship, reducing ones tax liability on death, alternatives to selling to outsiders, or alternative compensation strategies for cash-strapped businesses.

Other articles focus on proper planning before starting the journey—preventing problems by tackling topics such as the do’s before staring a company with a partner, the importance of documenting agreements, planning with US citizens and understanding the opportunity before investing.