by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 7, 2022 | Business Planning, Pro Tips, Tax Planning
What is a Buy-Sell Agreement? A Buy-Sell Agreement is a contract between company owners in which each owner agrees that upon separation from the business or death, their shares will be sold to the remaining owner at a set price and that each owner commits to buying...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 6, 2022 | Financial Services, Tax Planning, Tax Strategy
Will Sanchez was living the good life before 2018. He and his Dentist partner owned a local horse-boarding ranch. They were approaching two decades of laboring together when the Dentist passed away unexpectedly, leaving him without a partner. Unable to keep the...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 25, 2014 | Featured
Prior to 2010, Bob Mason was living the good life. In partnership with his Dentist, they owned a local horse-boarding ranch on 114 golden California acres. They were approaching two decades of working together when the unthinkable occurred – the Dentist...
