Back in the news this week is the Benson family. The Benson family owns multiple professional sports teams, including the Saints and the Pelicans. A conflict arose between Tom Benson’s
Continue ReadingOur last blog post discussed the potential repercussions from the new proposed IRS 2704 regulations, which could remove the proverbial icing off the cake for transfers in family-controlled entities.
Continue ReadingWhen I was a kid, I always liked to eat the icing on the cake first – and probably most of you did as well. If the proposed IRS 2704
Continue ReadingHolly recently spoke at the Family Firm Institute’s global conference in London on gamification in family business consulting. Gamification, the incorporation of game elements and game design techniques in non
Continue ReadingI’ve built my career helping people ensure their finances can withstand life’s ups and downs. But still, I often see people who neglect to protect their personal finances from their business.
Continue ReadingA Do-Over I was walking my dear Old Dog weekend, now that spring has finally come to the east coast, and since his walks are now more of a slow-stroll,
Continue ReadingI was talking with a client about stress and he shared that he worries about his finances nightly. As his net worth would dwarf many within the 1%, this seemed
Continue ReadingI love TED Talks and have a “thing” about death and dying. I guess this isn’t such an odd hobby for someone who has spent so much of their career
Continue ReadingI love Penelope Trunk’s blog as her writing is consistently interesting and witty. I read today’s post, offering some broad life advice for 20-somethings, while I waiting for a breakfast
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