Legacy Insights – September 10th, 2024

Legacy Insights Newsletter

Written by Corenne Gutierrez

September 10, 2024

View and sign up for our latest Legacy Insights newsletter. Headlines in this edition include the following:

  • Assets with Sentimental Value May Require More Thoughtful Planning Than Those with Greater Monetary Value
  • Transitioning Business Ownership: Tax-Smart Gift Strategies
  • Employee Feature: Amanda Farley
  • Three Ways to Sell Your Business to Employees, Children, or Other Insiders
  • Making Will Revisions by Hand is Rarely a Good Idea
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Corenne Gutierrez
I joined Hawkins Ash CPAs in 2011. As the Firm's marketing manager, I develop and deploy strategic marketing and communications plans to fulfill the marketing goals of the Firm as a whole, each office and business line.

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