Author Archives: Reese Serra

Don’t Let Taxes on Death Reduce What You Leave Behind – The Private Firm Estate Planning · Trust Design · Retirement Asset Protection Don’t Let Taxes on Death Reduce What You Leave Behind How the SECURE Act’s 10-year rule changed inherited retirement accounts – and why a properly structured Conduit…

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Form a C Corporation Now — Section 1202 | The Private Firm Exit Planning · Entity Structuring · Tax Strategy Form a C Corporation Now to Position for a Tax-Advantaged Sale in Three to Five Years A strategic analysis of Internal Revenue Code Section 1202 and the Qualified Small Business…

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When launching a new business, one of the most critical decisions you’ll make is choosing the right legal structure. Your business structure affects everything—from tax obligations and personal liability to fundraising potential and future growth strategy. In this guide, we’ll break down the differences between an LLC, S-Corp, and C-Corp,…

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Confused about whether to set up a will or a trust? In 2025, estate planning strategies continue to evolve, especially for high-net-worth individuals and business owners. Discover the key differences between wills and trusts—and learn which is right for you.

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FTC’s Recent Ruling Regarding Non-Compete Agreements: Safeguarding Business Interests and State Rights On April 23, 2024, the Federal Trade Commission (FTC) issued a landmark ruling on non-compete agreements, sparking intense debates about their validity and enforceability. While the FTC’s move may signal a shift in regulatory attitudes, it is The…

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Navigating New FinCEN Reporting Obligations for Beneficial Ownership: Guidance from The Private Firm At The Private Firm, we are dedicated to guiding and protecting your business through the complexities of legal compliance. As a comprehensive business law firm with decades of collective experience in navigating corporate filings and government requirements,…

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