Tax and Financial Planning for the Closely Held Family Business

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Author :
Publisher : Edward Elgar Publishing
ISBN 13 : 1785367765
Total Pages : 543 pages
Book Rating : 4.7/5 (853 download)

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Book Synopsis Tax and Financial Planning for the Closely Held Family Business by : Gary A. Zwick

Download or read book Tax and Financial Planning for the Closely Held Family Business written by Gary A. Zwick and published by Edward Elgar Publishing. This book was released on 2019 with total page 543 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.

The Succession Solution

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Author :
Publisher : Independently Published
ISBN 13 : 9781095233382
Total Pages : 212 pages
Book Rating : 4.2/5 (333 download)

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Book Synopsis The Succession Solution by : Bradley Franc

Download or read book The Succession Solution written by Bradley Franc and published by Independently Published. This book was released on 2019-04-22 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you are a business owner, or you are working with one, then this book is for you. The Succession Solution provides both an explanation of the importance of succession planning, as well as a practical, straight-forward, and proven system that can be used to continue your business to the next generation, whether your successor is a family member(s), an employee, or a third party.This book will show you how to achieve a successful transition of your business to the next generation of leaders. In fact, if you read and follow the steps outlined in this book, you will dramatically improve the survival and prosperity of your company's future.

Family Business Succession

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Author :
Publisher : Springer
ISBN 13 : 1137512083
Total Pages : 103 pages
Book Rating : 4.1/5 (375 download)

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Book Synopsis Family Business Succession by : C. Aronoff

Download or read book Family Business Succession written by C. Aronoff and published by Springer. This book was released on 2017-06-30 with total page 103 pages. Available in PDF, EPUB and Kindle. Book excerpt: Helps to prepare for passing the family business on to the next generation. Leaders will learn how to create a succession plan; how to develop opportunities for succession candidates; how to build consensus with the family and leaders on succession plans and finally leaders will learn when and how to let go of their own role in the business.

Business Succession and Estate Planning for the Closely Held Business Owner

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Author :
Publisher : Aspatore Books
ISBN 13 : 9780314282088
Total Pages : 82 pages
Book Rating : 4.2/5 (82 download)

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Book Synopsis Business Succession and Estate Planning for the Closely Held Business Owner by : Clayton W. Chan

Download or read book Business Succession and Estate Planning for the Closely Held Business Owner written by Clayton W. Chan and published by Aspatore Books. This book was released on 2012-03-01 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt: Business Succession and Estate Planning for the Closely Held Business Owner provides a solid foundation for understanding and communicating effectively with your attorney and other professional advisors regarding how to set up a winning business succession plan. Although business succession and estate planning is often viewed as an arcane field, full of complex concepts and terminology, it is also essential for every closely held business owner. Neglecting this type of planning is to risk having your business and other assets pass in ways that you did not intend. Among other things, Business Succession and Estate Planning for the Closely Held Business Owner guides you through the business succession plan cycle, the federal transfer tax system, and core estate planning documents, such as wills and revocable trusts. Youll also be introduced to the concepts of holding entities, recapitalization, and estate freeze planning. Armed with this knowledge, you will be able to participate more fully in the planning process in order to design a plan that reflects your most important wishes and desires when it comes to this topic.

The DiNuzzo “Middle-Market Family Office” Breakthrough

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Author :
Publisher : Morgan James Publishing
ISBN 13 : 1631958356
Total Pages : 276 pages
Book Rating : 4.6/5 (319 download)

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Book Synopsis The DiNuzzo “Middle-Market Family Office” Breakthrough by : P. J. DiNuzzo

Download or read book The DiNuzzo “Middle-Market Family Office” Breakthrough written by P. J. DiNuzzo and published by Morgan James Publishing. This book was released on 2022-04-26 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world’s wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. DiNuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy.

Advising Entrepreneurs

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Publisher : John Wiley & Sons
ISBN 13 : 0471218979
Total Pages : 335 pages
Book Rating : 4.4/5 (712 download)

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Book Synopsis Advising Entrepreneurs by : Marc J. Lane

Download or read book Advising Entrepreneurs written by Marc J. Lane and published by John Wiley & Sons. This book was released on 2002-03-25 with total page 335 pages. Available in PDF, EPUB and Kindle. Book excerpt: This valuable book helps financial advisors address the needs of their entrepreneurial clients. Most people opening their own businesses are experts in their fields. But when it comes to the vital intricacies of running a successful business, many entrepreneurs find themselves struggling to survive.With more and more people starting their own small businesses, a growing need has developed for expert guidance to help today's entrepreneurs face their new legal, tax, and financial challenges. Advising Entrepreneurs helps financial advisors address the special needs of their entrepreneurial clients. It provides a comprehensive approach to growing wealth, shielding business assets from liabilities, lowering taxes, and much more by promoting prudent risk-taking. Marc Lane (Chicago, IL) is a business and tax attorney. He is a Master Registered Financial Planner, Registered Financial Consultant, and Certified Investment Specialist. He has authored thirty books, is an Adjunct Professor of Business at the University of Illinois College of Business Administration's Institute for Entrepreneurial Studies, and an Adjunct Professor of Law at Northwestern University.

Succession Planning for Small and Family Businesses

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Author :
Publisher : CRC Press
ISBN 13 : 1000728331
Total Pages : 322 pages
Book Rating : 4.0/5 (7 download)

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Book Synopsis Succession Planning for Small and Family Businesses by : William J. Rothwell

Download or read book Succession Planning for Small and Family Businesses written by William J. Rothwell and published by CRC Press. This book was released on 2022-10-04 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who will lead your organization into the future? Have you created the systems to properly implement required succession transitions? Have you put the financial tools in place to fund the transition? Do you want a plan that connects with your personal and company core values? When do you include timely planning related to strategy and talent issues? What are the appropriate communication strategies for sharing your plan? What legal issues need consideration related to the strategy, financial, and people aspects of succession? So, what is preventing you from starting this effort tomorrow? Small and family businesses are the bedrock of all businesses. More people are employed by small and family-owned businesses than by all multinational companies combined. Yet the research on small and family businesses is bleak: fewer than one-third of small business owners in the United States can afford to retire. Only 40% of small businesses have a workable disaster plan in case of the sudden death or disability of the owner, and only 42% of small businesses in the United States have a succession plan. Fewer than 11% of family-owned businesses make it to the third generation beyond the founder. Lack of succession planning is the second most common reason for small business failure. Many organizations often wonder where to start and what to do. Succession Planning for Small and Family Businesses: Navigating Successful Transitions presents a comprehensive approach to guiding such efforts. Small and family-owned businesses rarely employ first-rate, well-qualified talent in human resources. More typically, business owners must be jacks-of-all-trades and serve as their own accountants, lawyers, business consultants, marketing experts, and HR wizards. Unfortunately, that does not always work well when business owners embark on planning for retirement or business exits. To help business owners avert problems, this book advises on some of the management, tax and financial, legal, and psychological issues that should be considered when planning retirement or other exits from the business. This comprehensive approach is unique when compared to the books, articles, and other literature that currently exist on the market. This book takes on a bold and integrated approach. Relevant research combined with the rich experiences of the authors connects this thorough, evidence-based approach to action-based approaches for the reader.

Historic Alamance County

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Author :
Publisher : HPN Books
ISBN 13 : 1893619982
Total Pages : 121 pages
Book Rating : 4.8/5 (936 download)

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Book Synopsis Historic Alamance County by : William Murray Vincent

Download or read book Historic Alamance County written by William Murray Vincent and published by HPN Books. This book was released on 2009 with total page 121 pages. Available in PDF, EPUB and Kindle. Book excerpt: An illustrated history of Alamance County, North Carolina pared with histories of the local companies

Ten-Minute Retreats for Business Owners

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Author :
Publisher : PublishAmerica
ISBN 13 : 1629078239
Total Pages : 292 pages
Book Rating : 4.6/5 (29 download)

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Book Synopsis Ten-Minute Retreats for Business Owners by : Russ Allred MBA

Download or read book Ten-Minute Retreats for Business Owners written by Russ Allred MBA and published by PublishAmerica. This book was released on 2013-09-03 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: TEN-MINUTE RETREATS FOR BUSINESS OWNERS was inspired by the hundreds of entrepreneurs that I have helped to grow their business by at least $1 million. They didn’t have time to lounge around and read a whole book, so I distilled practical advice into short stories and lists that can be digested in just 10 minutes. Treat yourself and your business to TEN-MINUTE RETREATS FOR BUSINESS OWNERS and watch your take-home pay increase in just a few short months. More importantly, your equity will grow and you will have more time to do what you enjoy.

Family Business and Social Capital

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Author :
Publisher : Edward Elgar Publishing
ISBN 13 : 1849807388
Total Pages : 305 pages
Book Rating : 4.8/5 (498 download)

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Book Synopsis Family Business and Social Capital by : R. L. Sorenson

Download or read book Family Business and Social Capital written by R. L. Sorenson and published by Edward Elgar Publishing. This book was released on 2013-01-01 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: The chapters in this cutting edge book comprise scholarly work on social capital in family business along with chapters written by family business owners and advisors. As the research in family business evolves, scholars are exploring the issues that are unique to the field. From the start, research has been closely tied to the real world issues faced by business families. The genesis for this book is a conference on family business and social capital in which a wide variety of issues were presented and discussed. Participants included academics, family business owners and business advisors. Topics covered in the book include social capital as it relates to governance, trust, family and business identity, communication, family councils, workÐfamily balance, and the use of advisors and continuing education to build social capital. Novel in its approach of integrating the voices of scholars, business families, and advisors, this book is an invaluable tool not only for business research and classroom use, but also for business families and their advisors.

2012 Estate Planning

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Author :
Publisher : eBookIt.com
ISBN 13 : 1456610406
Total Pages : 108 pages
Book Rating : 4.4/5 (566 download)

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Book Synopsis 2012 Estate Planning by : Martin Shenkman

Download or read book 2012 Estate Planning written by Martin Shenkman and published by eBookIt.com. This book was released on 2012-09 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2012 may be the most important year in history for tax planning. More wealth may be transferred in the waning months of 2012 than any other year. What can and should you do to take advantage of the potentially astounding planning opportunities that are available? What are the risks associated with this planning and how can you minimize those risks? With much of the planning so complicated how can you make decisions as to which of various alternatives are best fore you? Three of the nation's leading tax experts have addressed all these critical issues and so much more in this timely and authoritative book. This book is written to be accessible to sophisticated taxpayers who can personally benefit from this planning. But because of the broad coverage of even esoteric topics, some discussions are a bit tough. This book will also prove an invaluable resource for CPAs, financial planners, insurance consultants, and attorneys. The supplemental appendices for professional advisers with practical forms, sample legal provisions, and client letters practitioners can use will all prove a useful resource making this book a must read for professionals.

Myths and Mortals

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118928962
Total Pages : 224 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis Myths and Mortals by : Andrew Keyt

Download or read book Myths and Mortals written by Andrew Keyt and published by John Wiley & Sons. This book was released on 2015-07-07 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Establish credibility as the new family business leader Myths & Mortals, Family Business Leadership and Succession Planning provides insights and strategies for successors of family businesses. Successors often find themselves in the shadow of their parents making it difficult to establish credibility in the family business and tap into their own strengths. The stress of emulating a parent begins to clash with who they are and who they want to be as a leader. Written by internationally known business strategist and succession planning expert Andrew Keyt, this guide shows you how to establish credibility, take your place at the head of the table, and run your business your way. In groundbreaking research, Keyt interviewed more than 25 successors of family business legends including Massimo Ferragamo, Bill Wrigley Jr., Christie Hefner, and John Tyson to find out how they overcame the challenges successors commonly face.The analysis from that study formed the basis for the strategies presented here—to help you win the loyalty of those stuck in the old way of doing business, and still focused on their former leader's vision. You'll learn how to take charge without sacrificing your own leadership style, and how to get everyone on board with your vision for the business. Growing up in the shadow of legendary family business leaders creates a unique challenge for successors to the leadership position. You cannot remove the emotional power of family dynamics from the business, but you can change how you choose to react to it. To be successful, you need to create a sense of identity and credibility, and step out of the shadows of your forbears. This guide provides strategies for doing just that, so you can take the reins and be the effective leader your business needs. Overcome the obstacles successors commonly face Win over those still loyal to their former leader Build your own credibility, separate from your parents Develop your own leadership style and do business your way Credibility is elemental to business leadership, but establishing that credibility is the successor's biggest challenge. Myths & Mortals, Family Business Leadership and Succession Planning helps you plan around the obstacles and avoid common missteps so you can lead more effectively right out of the gate.

Family Wealth Continuity

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Author :
Publisher : Springer
ISBN 13 : 1137576391
Total Pages : 162 pages
Book Rating : 4.1/5 (375 download)

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Book Synopsis Family Wealth Continuity by : David Lansky

Download or read book Family Wealth Continuity written by David Lansky and published by Springer. This book was released on 2016-06-21 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others. These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t. In fact, it has been estimated that a majority of estate plans in place fail, largely as a result of family conflict or communication problems. Author David Lansky reveals here that too many one-size-fits-all and elaborate continuity plans fail to take into account the idiosyncratic family factors that can interfere with continuity planning. Lansky details further how building the right foundation will help families implement the best continuity plans. Addressing that foundation effectively includes understanding the building blocks that make it up, assessing their strengths, and developing strategies to improve them. The specific building blocks include:• Learning Capacity • Familyness • Safe Communication Culture • Commitment to Personal Development• Effective Leadership of Change While richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.

Eight Steps to a Proper Florida Trust and Estate Plan

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Author :
Publisher :
ISBN 13 : 9781522754923
Total Pages : 202 pages
Book Rating : 4.7/5 (549 download)

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Book Synopsis Eight Steps to a Proper Florida Trust and Estate Plan by : Alan S. Gassman

Download or read book Eight Steps to a Proper Florida Trust and Estate Plan written by Alan S. Gassman and published by . This book was released on 2015-12-16 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Planning for Business Owners and Professionals

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Author :
Publisher :
ISBN 13 : 9781579960421
Total Pages : 592 pages
Book Rating : 4.9/5 (64 download)

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Book Synopsis Planning for Business Owners and Professionals by : Ted Kurlowicz

Download or read book Planning for Business Owners and Professionals written by Ted Kurlowicz and published by . This book was released on 2002 with total page 592 pages. Available in PDF, EPUB and Kindle. Book excerpt:

NxLevel Guide for Entrepreneurs

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Author :
Publisher :
ISBN 13 : 9781890730017
Total Pages : 792 pages
Book Rating : 4.7/5 (3 download)

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Book Synopsis NxLevel Guide for Entrepreneurs by : David P. Wold

Download or read book NxLevel Guide for Entrepreneurs written by David P. Wold and published by . This book was released on 1995-03 with total page 792 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Complete Family Office Handbook

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119694094
Total Pages : 481 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis The Complete Family Office Handbook by : Kirby Rosplock

Download or read book The Complete Family Office Handbook written by Kirby Rosplock and published by John Wiley & Sons. This book was released on 2020-11-05 with total page 481 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.