鴻博稅務會計事務所 - Succession Planning

If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like...

"What happens to the business when you're no longer running it?" and

"Will you have enough money to retire?"

The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs. Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

We help you with these key issues -

1. Keeping it in the family. Are you going to pass the business on to your family or sell it to a third party? We help you weigh the advantages and disadvantages of each of these options.
2. Who's going to run the business when you're gone? Management and ownership are not one and the same. You may decide to transfer management of your business to just one of your children but transfer equal shares of business ownership to all your children, whether they're actively involved in the business or not.
3. Minimizing the tax bite. The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.
3. Making it fair. Transferring family ownership often adds a tremendous amount of stress to individual family members. We talk with each of the family members to ensure that they feel they a getting an equitable and fair share of the pie.

胡冬梅會計師擁有稅務碩士學位，曾任全球四大會計師事務所高級稅務顧問，在會計丶稅務及商務方面具有豐富的理論知識和實踐經驗。

鴻博會計師事務所為您的公司或商號提供可行性諮詢服務，建立完善的會計製度，處理複雜的商業賬目，讓您不再受繁瑣的會計稅務事宜困擾，有更多的時間和精力去開拓您的生意市場。鴻博會計師事務所還擅於幫助客戶成立公司或改組解散丶與稅局查賬交涉進行溝通協調。

如果您想投資買賣房地產，加州註冊房地產Broker和聯邦註冊稅務師鄭偉昌先生根據您的需要設立專案進行買賣分析，竭誠為您服務！
如果需要有關更多資訊，請致電 626-782-5518