November 13, 2018

Thank you to Michael Gibney and Karl Graf of Modera Wealth Management for inviting us to speak at their offices for a morning of learning with their Advisor Study Group.  Our discussion centered on Best Practices for the Family Business.  We covered ways to structure a...

In any business with more than one owner, there is a strong possibility that over the life of the business the owners will have conflict.  That conflict could hurt the business.

And when the business is owned by family, the damage that any conflict can do becomes double...

Thank you to the Rockland County Bar Association, New York State Society of CPAs, Rockland Chapter, Rockland County Women's Bar Association and the Rockland Estate Planning Counsel for enabling me to lead a continuing education panel on Family Owned Business: Legal and...

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