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Smooth transition.
The founder and majority shareholder of a closely held retail chain was getting older. His children were involved in the business, but he didn't have a succession plan in place. And, of course, he was interested in saving on taxes wherever possible.
Kaufman, Rossin & Co.'s estate and trust professionals used restructuring and appropriate trust techniques to set up a plan. After 10 years a large portion of the business will be owned by his children, without paying transfer tax, and protected from creditors.
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02.05.2012
Locally Based Accounting Firms Build Success In A Field Of Heavy Hitters
Jim Kaufman Quoted -
02.02.2012
Bilzin Sumberg and Kaufman, Rossin & Co. Participate In Habitat For Humanity Of Greater Miami Joint Team Build
Blain Heckaman Quoted -
02.01.2012
How A Small Business Innovation Research Grant Can Help You
Sean Haggard
