Joint ventures can help businesses launch products, enter new markets and reach new customer segments. They can also introduce risks if the parties’ expectations are not clearly documented. In this Warner in Brief video, corporate attorney Conor J. Boland discusses
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Is the E-2 Visa an Easy Way Into the U.S.?
The E-2 treaty investor visa can be an effective tool for qualifying foreign investors looking to establish or grow a U.S. enterprise, but it is not automatic. In this Warner in Brief video, immigration attorney Sarah R. Bileti explains the…
Warner Represents Compass Advisors and Long Island Wealth Management in Sale to CAPTRUST
Warner Norcross + Judd LLP represented Compass Advisors and Long Island Wealth Management in their sale to CAPTRUST Financial Advisors.
Based in Melville, New York, Compass Advisors and Long Island Wealth Management are longtime affiliated wealth management firms serving…
What the IRS’s $736 Million GRAT Case Means for Multigenerational Families
For multigenerational families, a grantor retained annuity trust, or GRAT, has long been one of the most dependable tools for moving wealth to the next generation without triggering a large gift tax bill. It is flexible, well established and, when…
Immigration Sponsorship: A Practical Workforce Strategy for Employers
When a qualified candidate requires immigration sponsorship, employers may assume the process will be too complex or costly to pursue. In today’s competitive labor market, however, sponsorship can be an effective workforce strategy for filling critical roles, retaining valued employees…
Why Are Health Care Employers Looking Overseas for Talent?
Health care providers, particularly those in rural communities, continue to face significant staffing challenges as the available domestic workforce does not always meet the demand for nurses, physicians and other specialized professionals. For many hospitals and skilled nursing facilities, international…
What Employers Need to Know About Pharmacy Benefit Managers
As pharmacy benefit manager transparency, costs and oversight receive increasing attention, employers that sponsor group health plans face greater expectations to understand how their pharmacy benefit programs are managed. With more information available about prescription drug costs, claims and PBM…
Three Things Next Generation Family Business Owners Need to Know About Succession Planning
Conor Boland outlines three considerations for next-generation family business owners, including how to demonstrate readiness, distinguish ownership from control and establish written succession milestones.
Learn why receiving ownership without immediate control can be a constructive step and how clearly defined…
How Can I Prepare My Closely Held Business for a Successful Sale?
Andrew Reside explains how closely held business owners can prepare for a sale by organizing key documents, understanding the transaction process and considering alternatives such as a management buyout or ESOP.
The discussion covers important preparation steps involving governance records,…
Personal Goodwill Could Save You Millions in Taxes
Sean Cook discusses how identifying personal goodwill in the right circumstances may reduce the tax burden associated with the sale of a closely held business.
Learn how personal goodwill can be distinguished from the value of the business itself, why…