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Close Encounters of the Business Kind: Mastering Succession and Tax Planning for the Small Business

May 20, 2025 (4 min read)

Succession planning is a critical aspect of managing small, closely held businesses, as the unexpected departure of a key leader can significantly disrupt operations and challenge the business's legal continuity. Unlike large, publicly traded companies, these businesses face unique challenges in maintaining ownership and operational stability. Consider our comprehensive planning ideas, which address both tax and business issues, to mitigate these disruptions.

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