The issue of too much money in one investment

Some households find themselves with a large investment in one single stock. That can happen when a great investment takes off (think: Apple or Amazon). But concentrated equity positions can also occur through employee compensation arrangements or inheritance.

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Addressing PPP loans in ownership transitions

By the end of June 2020, the U.S. Small Business Administration had approved nearly 4.9 million Paycheck Protection Program (PPP) loans. Some of the businesses that applied for those loans are either in the process of a “change in ownership” or see the current climate as an opportunity to transfer value to their heirs.

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Georgia Academy of General Dentistry Webinar

Oberman Law Firm will host a LIVE dental webinar for the Georgia Academy of General Dentistry (GAGD) on Friday, January 22, 2021, from 9:00 am to 10:00 am. Register today to hear from expert panelists from Oberman Law Firm, UBS Financial Services, and Aprio for live advice on the economic, financial, and legal implications of the current dental industry climate. Please follow the link below to register.

Click here to register

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