Business Succession

NEWS ALERT: Brand New Proposed Treasury Regulations Under IRC Section 2704 May Significantly Impact Family Business & Investment Entities

The Treasury Department and the Internal Revenue Service (“IRS”) have long planned to modify Internal Revenue Code (“IRC”) Section 2704. Finally, on August 2, 2016, ...
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Richard M Morgan speaks at Georgia State Law School

On April 14, 2015, Richard M. Morgan of Morgan & DiSalvo and John Spears of Spears & Spears spoke to a Georgia State Law School ...
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Letter of Instructions / “The Big Book of Everything MK II”

We receive a lot of calls from people who are trying to deal with the death of a loved one.  Not only are they grieving ...
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Estate & Trust Disputes: Common Types and How to Avoid Them

By Richard M. Morgan & Loraine M. DiSalvo Disputes that arise after a loved one dies can be incredibly destructive, to both assets and relationships. ...
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Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan

A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be ...
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Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.

By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning ...
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Shifting business opportunities: An incredible strategy to shift wealth and income to other family members if you have or create the right facts.

By Richard M. Morgan The 2014 U.S. Tax Court case, Bross Trucking v Commissioner, illustrates the type of facts needed to shift business opportunities that ...
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Long Term Strategic Planning, Exit Planning, and Business Selling.

May 23, 2012 – Richard Morgan guest on Biz Rocket Radio. [fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” ...
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