There are many CPA firm leaders who grapple with the right approach to practice succession.

If you want your estate to create a legacy of positivity, you’ll have to proactively communicate your wishes through an ...

Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, describes how bringing a family member on board ...

A CEO succession crisis looms as turnover rises. Poor succession planning and a lack of a leadership pipeline are posing a ...

It’s tempting to compare the selection of a pope to a run-of-the-mill succession, where factions form and ambition carries the day. But to do so would be to miss something essential about ...

She has insisted that rehiring retirees happens because ministries lack succession planning. She said people with technical and administrative experience are often rehired to preserve ...

The McCaskey family's succession plan will be no different ... like personal seat license and naming rights revenue, for example — splintered ownership stakes could factor into their ability ...

According to a new HSBC report released last month, around two-thirds of business owners have yet to create a succession or exit ... tax implications. A secondary will could minimize probate ...

Let’s take a school as an example. A school will be hindered without a principal, but day-to-day operations can go on. A school cannot educate students without teachers. So when succession ...

Notable examples include: Bancroft family and Dow ... lead to conflicts like those seen in family-controlled businesses. Succession Planning: For artists, planning the succession of their artworks ...

While two-thirds (64 percent) of business owners have a succession plan in place, a new study by Edward Jones highlights the complexities and emotional challenges entrepreneurs face in preparing ...