190 Results
2

We take care of our body, so why not our mind?

March 11, 2021

Have you ever needed a safe space to communicate the adversity you face while managing a small business? Are you able to seek new perspectives from likeminded peers? The Goering Center Roundtables offer peer-to-peer exchange in a judgment-free space and foster a community of support between business owners and executives in the Greater Cincinnati region.

3

What new capital options are on the rise as markets change

March 11, 2021

Due to the COVID-19 crisis, private businesses will likely need capital more than ever. However, access to funding is becoming more complicated. Private boards may want to consider direct capital alternatives that align with their purpose, but first they should assess whether they are "direct capital ready."

4

Commercial real estate - What's next?

March 11, 2021

The COVID-19 pandemic has disrupted lives and businesses in many ways. Fortunately the business of commercial real estate, construction and development has continued to do well in these unprecedented times.

5

No stretch IRA? Enter the charitable remainder trust

February 11, 2021

In late 2019, Congress enacted the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act, which had the effect of eliminating the popular “stretch” feature of qualified plans and Individual Retirement Accounts (IRAs). This article introduces an alternative solution known as the Charitable Remainder Trust.

6

Use of dynasty trusts in estate tax and business succession planning

February 11, 2021

For many small and family-owned business owners, the term “estate planning” is limited to the tax-efficient transition of wealth from one generation to another.  However, the same tools used to transition wealth can also be used to transition the ownership and operation of the family-owned business itself. 

7

5 questions to ask before selling your business

February 11, 2021

Succession planning probably isn’t high on your priority list. But it’s critical to think about the long-term future of your business — including after you have handed the leadership reins over to someone else.