Succession Planning

Secure your legacy

Succession Planning

Effective succession planning is essential for ensuring the seamless transition of ownership and management. We offer tailored solutions that address the unique challenges of both individual and organizational transitions.

Whether you're wondering what succession planning is or looking to craft a robust succession plan, our experts guide you every step of the way.

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Have a question or need assistance with succession planning? We can help. Schedule a consultation to discuss your needs.

MBK Insights

Understanding the need for business succession planning is crucial for sustained growth and stability. We delve into the nuances of both corporate and family business succession planning, providing insights that preserve and enhance your wealth legacy across generations.

2026 Standard Mileage Rate for Business Use: What You Need to Know

By Meyers Brothers Kalicka • August 26, 2026

On July 13, 2026, the IRS announced an increase in the mileage rate for the second half of the year. Ordinarily, the IRS updates mileage rates only once a year, but occasionally it makes interim adjustments like this one, which reflects recent increases in the price of fuel.

FinCEN Permanently Ends Beneficial Ownership Reporting Requirements

By Meyers Brothers Kalicka • August 20, 2026

As of August 11, 2026 the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a final rule that permanently removes the requirement for U.S. companies and U.S. persons to report beneficial ownership information to FinCEN under the Corporate Transparency Act.

Intercompany Debt: Handle with Care

By Meyers Brothers Kalicka • August 18, 2026

Intercompany lending is common among related entities but can lead to unintended tax consequences if not properly structured and documented.

Succession Planning Experts

Our team comprises seasoned professionals who specialize in developing strategic succession plans. With a focus on personalized service, we navigate the intricacies of financial, legal, and familial dynamics to ensure a smooth handover of responsibilities. Trust us to align your ambitions with concrete succession strategies.