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Author :
Publisher :
ISBN 13 :
Total Pages : 316 pages
Book Rating : 4.:/5 (319 download)
Download or read book Planning Techniques for the Closely Held Business written by and published by . This book was released on 1993 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Louis A. Mezzullo
Publisher :
ISBN 13 : 9781633590243
Total Pages : pages
Book Rating : 4.5/5 (92 download)
Download or read book Estate Planning for Owners of Closely Held Business Interests written by Louis A. Mezzullo and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: ... is designed as a guide to the lifetime and post-mortem estate planning techniques primarily applicable to the owners of interests in closely held businesses.
Author : Gary A. Zwick
Publisher : Edward Elgar Publishing
ISBN 13 : 1785367765
Total Pages : 566 pages
Book Rating : 4.7/5 (853 download)
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 566 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.
Author : David K. Cahoone
Publisher : QP Publishing
ISBN 13 :
Total Pages : 632 pages
Book Rating : 4.0/5 ( download)
Download or read book Strictly Business written by David K. Cahoone and published by QP Publishing. This book was released on 2002 with total page 632 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David Thomas
Publisher : Amer Inst of Certified Public
ISBN 13 : 9780870512940
Total Pages : 117 pages
Book Rating : 4.5/5 (129 download)
Download or read book A CPA's Guide to Estate Planning Techniques for the Closely-held Business Owner written by David Thomas and published by Amer Inst of Certified Public. This book was released on 2000-01-01 with total page 117 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Edward A. Stoeber
Publisher :
ISBN 13 :
Total Pages : 366 pages
Book Rating : 4.3/5 (9 download)
Download or read book Tax Planning Techniques for the Closely Held Corporation written by Edward A. Stoeber and published by . This book was released on 1987 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ray D. Madoff
Publisher : CCH
ISBN 13 : 9780808092339
Total Pages : 844 pages
Book Rating : 4.0/5 (923 download)
Download or read book Practical Guide to Estate Planning 2009 written by Ray D. Madoff and published by CCH. This book was released on 2008-11 with total page 844 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.
Author : Edward A. Stoeber
Publisher :
ISBN 13 : 9780872184183
Total Pages : 306 pages
Book Rating : 4.1/5 (841 download)
Download or read book Tax Planning Techniques for the Closely Held Corporation written by Edward A. Stoeber and published by . This book was released on 1983-01-01 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jeffrey H. Rattiner
Publisher : John Wiley & Sons
ISBN 13 : 1119594278
Total Pages : 384 pages
Book Rating : 4.1/5 (195 download)
Download or read book Rattiner's Secrets of Financial Planning written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2020-10-06 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Author : Dwight Drake
Publisher : West Academic Publishing
ISBN 13 : 9780314185082
Total Pages : 0 pages
Book Rating : 4.1/5 (85 download)
Download or read book Business Planning written by Dwight Drake and published by West Academic Publishing. This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The author uses case studies and various reader-friendly formats to examine a broad range of important planning challenges faced by businesses of all sizes. Highlights of the Second Edition include a new ?Basic Business Concepts? section and a new chapter that illustrates the plan design traps and strategies for transitioning a family-dominated business. The book provides an indispensable mix of technical concepts and practical insights that address the planning needs of business owners and executives
Author : Ted Kurlowicz
Publisher :
ISBN 13 : 9781579960421
Total Pages : 592 pages
Book Rating : 4.9/5 (64 download)
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:
Author : Harold Weinstock
Publisher :
ISBN 13 :
Total Pages : 456 pages
Book Rating : 4.F/5 ( download)
Download or read book Planning an Estate written by Harold Weinstock and published by . This book was released on 1982 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : William J. Casey
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (75 download)
Download or read book Successful Techniques that Multiply Profits and Personal Payoff in the Closely-held Corporation written by William J. Casey and published by . This book was released on 1970 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James Jurinski
Publisher : ALI-ABA
ISBN 13 : 9780831814144
Total Pages : 348 pages
Book Rating : 4.8/5 (141 download)
Download or read book Transferring Interests in the Closely Held Family Business written by James Jurinski and published by ALI-ABA. This book was released on 2002 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Gerald S. Susman
Publisher : Law Journal Press
ISBN 13 : 9781588520029
Total Pages : 486 pages
Book Rating : 4.5/5 (2 download)
Download or read book Estate Planning written by Gerald S. Susman and published by Law Journal Press. This book was released on 2017-12-28 with total page 486 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides the practitioner with a model succession plan to assist the next generation in receiving both business and nonbusiness assets with the lowest possible tax cost.
Author : United States. Congress. Senate. Committee on Finance
Publisher :
ISBN 13 :
Total Pages : 260 pages
Book Rating : 4.3/5 (91 download)
Download or read book Federal Estate Tax written by United States. Congress. Senate. Committee on Finance and published by . This book was released on 2007 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1119559111
Total Pages : 352 pages
Book Rating : 4.1/5 (195 download)
Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2019-02-05 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
