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Office Hours
Office Hours

Stock Sales vs. Asset Sales

January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
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Office Hours
Office Hours

The Tax Benefits of Qualified Small Business Stock

January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz breaks down IRS Section 1202, Qualified Small Business Stock, and shares the five specific requirements for eligibility.
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Office Hours
Office Hours

How the Market Values a Business

January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how the market values a business, and how you can help business owners understand the worth of their company.
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Office Hours
Office Hours

Tariffs in Perspective

November 26, 2024
In this video series, Head of Client Portfolio Management Glenn Dorsey answers advisors' most frequently asked questions. In this episode of Office Hours, Glenn discusses tariffs and their possible impact on the U.S. economy.
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Office Hours
Office Hours

Preparing for the Estate and Gift Tax Exemption Sunset

October 24, 2024
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how advisors can effectively prepare their high net worth clients for the impending sunset of the estate and gift tax exemption.
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Office Hours
Office Hours

What Your Clients Need to Know About the Upcoming Election

October 24, 2024
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares a historical perspective on how presidential elections impact the markets.
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