by Kris Yamano | May 23, 2023 | Crewe Advisors
As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest transactions of your life. One such strategy to evaluate is the F-Reorganization, a tax-efficient method of merging...
by Don Evans | Apr 11, 2023 | Crewe Advisors
Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue to be incredibly generous when it comes to charitable giving. In 2021 Americans gave $484.85 billion to various non-profit entities,...
by Megan Slatter | Mar 20, 2023 | Crewe Advisors
An Overview and Company Qualifications Internal Revenue Code Section 1202 provides a potentially powerful tax benefit to business owners and investors looking to exit a business, commonly referred to as the qualified small business stock (QSBS) exemption. Under...
by Marshall Nelson | Feb 14, 2023 | Crewe Advisors
While most of the buzz surrounding the passage of SECURE Act 2.0 in late December 2022 was about the dozens of changes it brought to the retirement planning landscape, one lesser known change regarding 529 plans could be helpful to a select group of individuals....
