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  • Economic Perspectives webcast: Insights for the middle market
    In a recent Economic Perspectives video webcast, Tom McGee, Deputy CEO, Deloitte LLP and Dr. Ira Kalish, chief global economist, Deloitte Touche Tohmatsu Limited, discussed the current economic outlook, fiscal policy, the Affordable Care Act and other topics that impact mid-market and privately held companies.
  • Business succession planning: Preserving personal and family wealth
    Most everyone plans for retirement, but the process is different for business owners because the future of the company and an owner’s future personal finances are closely intertwined. This fourth volume in our Business Succession Planning series discusses key areas for consideration — including estate and gift taxes, life insurance planning, and investment portfolio strategy. Read more.
  • Dynamic strategy implementation
    Studies consistently show that many strategies fail in the implementation phase. A dynamic approach to strategy implementation can help overcome the limitations of the traditional administrative approach. What are the key elements of this dynamic approach and how it has helped large private companies deliver more effectively on their strategic ambition? Learn more.
  • Middle market M&A news: December 2013
    This update addresses the current state and outlook for the U.S. merger and acquisition market, the contributions of private equity in the current market, and the role of management participation.
  • The 2014 Essential Tax and Wealth Planning Guide
    Now in its 26th year, the guide features insight into how potential changes could impact your tax and wealth plans with an eye toward the possibility of further increasing rates — particularly for wealthy individuals and their estates. In this publication, we will help you analyze your personal circumstances and identify underlying realities as you plan in the context of today's environment.
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