Jeff's Blog

Thoughts from Our Managing Partner and Other M&S Thought Leaders

The Tax Cuts and Jobs Act (TCJA) affects more than just income taxes. It's brought great changes to estate planning and, in doing so, bolstered the potential value of dynasty trusts.  Exemption changes Let's start with the TCJA. It doesn't repeal the estate tax, as was discussed before it was signed into law. For the estates of persons dying, and gifts made, after December 31, 2017, and before...
Most business owners want to grow their companies. And one surefire sign of growth is when ownership believes the company can expand its operations to a second location. If your business has reached this point, or is nearing it, both congratulations and caution in order. You've clearly done a great job with growth, but that doesn't necessarily mean you're ready to expand. Here are a few points to...
Late summer and early fall, when so many families have members returning to educational facilities of all shapes and sizes, is also a good time for businesses to creatively step up their business development efforts, whether it's launching a new marketing campaign, developing future employees, or simply generating goodwill in the community. Here are a few examples that might inspire you. Becoming...
On one level, every company's inventory is a carefully curated collection of inanimate objects ready for sale. But, on another, it can be a confounding, slippery and unpredictable creature that can shrink too small or grow too big - despite your best efforts to keep it contained. If your inventory has been getting the better of you lately, don't give up on showing it who's boss.  Check your math...

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