Tax planning for family wealth transfers and California-based family owned businesses is complex and requires input from qualified advisors. Self-study may also be important: A resource for family business executives includes Fambiz.com.
That site covers topics in depth such as:
Family Business Trends
Transfer of Ownership
Women in Family Business
Use the Family Business Search engine to find a multitude of articles that can be searched by subject. A great resource for owners and executives of California’s family businesses.
To talk to a California attorney about these and other business succession topics, call Mitchell A. Port at 310.559.5259.