Welcome to our semi-annual newsletter!

Photo by Evgeni Dinev

THE PERFECT STORM FOR WEALTH TRANSFER: 

Understanding the Tax Relief Act of 2010.

by Barry Levin

As January 1, 2010 approached, professional advisors involved in wealth transfer planning and wealth management, among others, were convinced that Congress would act to change a rare situation where it was suddenly possible to avoid Federal estate and generation skipping taxes ("GST") in their entirety.
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HOW LOW CAN YOU GO?

The current business valuation climate may be a goldmine for keen business owners

by John Fye

Surviving the recent recession has required business owners to utilize all of our most exceptional entrepreneurial and financial skills.  But the recession and recent tax legislation have also provided those with a keen eye some unprecedented opportunities.
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CAN YOU AFFORD TO SELL YOUR BUSINESS?

by John Leighbody

One of the tougher decisions business owners face is the decision to sell their company.  Thousands of articles have been written about how to avoid pitfalls in selling your company, how to interview investment banking firms, tax implications, tax strategies etc., etc.  While all of the above is important, there is one question that is crucial to the process, but often overlooked:  "Can you afford to sell your business?"
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A MESSAGE FROM OUR FOUNDER:

by Ted Beringer

Thirty plus years ago we started our predecessor company (Mid Atlantic Financial Group) with the single mission of providing superior planning services to privately held companies.   By 1983 we had become the premier provider in helping owners make the decision to keep their company and effectively transfer to it to the next generation, or realize liquidity from years of building a business.

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INVESTORS CORNER:

THE THINKING INVESTOR

by Linda Postorivo

Snapshot: early 2008.  A bookkeeper earns $50,000 a year in salary and takes an additional $50,000 a year (and has done so for the last three years) from the equity that has built up in his home via a line of credit or refinance.  This is easily accomplished with very little paperwork because no one questions the idea that property values can only go in one direction...up!

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INVESTORS GUIDE TO SURVIVING TOTAL CHAOS

by Chris Beringer

Disaster in Japan. Chaos in Egypt.  European Woes.  Chinese Tightening.  SEC Investigations of Insider Trading.  QE2. What's an Investor to Do?

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