By Daniel G. Brown , Julie Y. Wann , Ariel G. Siner , Travis E. Robertson , Heather L. Boshears | 12.3.2024 | Corporate & Business Law
Category: Tax
By Travis E. Robertson | 11.25.2024 | Corporate & Business Law
In recent years, buy-sale agreements funded by life insurance policies have become a popular strategy by which small, closely-held businesses have ensured a smooth transition of ownership upon the death of one of the owners. However, the recent Supreme […]
By Hoge Fenton | 10.6.2023 | Estates and Trusts
Join Tim Maximoff, Attorney at Hoge Fenton, Karen Sugihara, Regional Fiduciary Manager for BNY Mellon Wealth Management, and former Assemblymember Hon. Catharine B. Baker for the first of our three-part Peninsula Webinar Series, “Tax Reduction Strategies for Founders and Wealthy […]
By Hoge Fenton | 03.27.2023 | Estates and Trusts
Hoge Fenton Tax Attorney and Shareholder, Julie Wann is this week’s Spotlight for Bloomberg Tax. Bloomberg’s Spotlight series highlights the careers and lives of tax professionals around the world. Julie is a member of Hoge Fenton’s corporate, tax, and estates […]
