Planning for Succession of a Business Interest

Business Succession Planning—What Is It? One of the important decisions a business owner must face is when and how to step out of the business--in other words, business succession planning. Do you expect to retire from your business? Do you have a plan in place? What would happen to your business if you were to …

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Retirement Planning Options for Business Owners

In general Perhaps you are self-employed or own a small business. Or, you may be directly involved in running a corporation or a tax-exempt organization. In any of these cases, you generally have the option of establishing a retirement plan in which you and/or your employees may participate. One of the main advantages of a …

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Client Corner: Swezey Fuel

Swezey Fuel is the largest family owned full-service fuel oil company in Suffolk County. Founded by Nat Swezey in 1918, the company sold feed for horses before purchasing Dayton Hedges Coal and Feed Co. in 1921. This year, Swezey Fuel celebrates its 100th anniversary as a family-owned business. They kicked off the celebration with a customer …

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