Marketing Intelligence Reports
February, 2012 - Buy-Sell Plans
In a buy-sell plan, one party agrees to sell and the other agrees to buy a business interest as the result of a "triggering event," defined as the death, disability, or retirement of an owner.
April, 2010 - Investing in a Rising Tax Environment
Andy Friedman recently provided a Washington Update at M Financial Group's 2010 National Advisors Conference. The following article details insights on political and legislative developments that Andy shared at the meeting, as well as important information on investing in a rising tax environment.