Business Succession Planning

Your Business Isn’t Just Business…It’s Personal

Your business is one of the most important assets you have. Maybe it has been in your family for generations, or maybe it is a dream that you worked your whole life to achieve. Often, it is not just business…it’s personal.

However you got here, you want to make sure your business follows your vision in the future, even after you exit. Do you have a personal, comprehensive succession and tax plan to minimize the total taxation to you, your business and your loved ones?

Contact our Individual Tax Professionals

Rea’s tax services team brings together a group of experienced financial professionals who understand the tax needs of individuals. For more information on any of our individual tax services, contact our tax professionals or Lesley Mast, CPA, the head of our tax services team.