As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

A 1031 exchange allows your clients to sell an investment property and purchase another like-kind property while deferring the capital gains taxes on the sale. It’s a way for clients to retain real ...

Every business decision takes place within an ownership structure. The ownership structure of a firm, a resource, or an entire industry shapes how capital gets allocated, how risk is distributed, and ...

The accounting industry is currently at a crucial crossroads. As consolidation reshapes the landscape, firms face a significant decision between seeking private equity (PE) investment and exploring ...

Multi-tiered entities (MTEs) offer businesses a sophisticated organizational structure with multiple layers of ownership and control. But the complex ownership structures and intercompany ...

Founded in November 2024 and launched as a platform in June 2025, E-Estate was built around a clear concept: make income-generating real estate more accessible through a digital structure connected to ...

In my last post about shared ownership of cottages, I discussed items to consider when deciding whether to create a plan for future generations to share the ownership and use of the family cottage or ...

The growth in complex nursing-home ownership structures has limited financial transparency by allowing nursing homes to hide public payments and stint on direct resident care. The COVID-19 pandemic ...

Jeff Dodd, CEO at entrustIT, explains why ownership structure is the factor most SMEs underweigh when choosing an MSP - and why the provider you sign with isn't always the provider you renew with.