Discounting and Valuing Family Limited Partnership Interests, and Buy-sell Agreements
Author : Michael A. Yuhas
Publisher :
Page : 360 pages
File Size : 29,85 MB
Release : 2009
Category : Estate planning
ISBN :
Author : Michael A. Yuhas
Publisher :
Page : 360 pages
File Size : 29,85 MB
Release : 2009
Category : Estate planning
ISBN :
Author : Gary A. Zwick
Publisher : Edward Elgar Publishing
Page : 543 pages
File Size : 50,90 MB
Release : 2019
Category : Law
ISBN : 1785367765
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 : James R. Hitchner
Publisher : John Wiley & Sons
Page : 472 pages
File Size : 39,25 MB
Release : 2017-04-19
Category : Business & Economics
ISBN : 1119312353
Practical valuation exercises with real-world application and expert insight Financial Valuation Workbook cuts the learning curve in half, with practical training for use with any valuation textbook. Packed with tools, resources, and over 300 exercises, this book helps novices get a handle on the complex valuation process, while helping more experienced practitioners organize their engagements. Checklists, flowcharts, reports, information requests, and other resources help streamline the workflow and ensure thorough review, while in-depth coverage places the complexities of the field front-and-center. This new fourth edition features a brand new expanded case study for real-world insight, accompanied by exercises with explanations that deepen the learning process. Expert tips are highlighted throughout to provide additional insight in specific situations, and exercises from basic to advanced map to established training processes. Valuation is as an art, as well as a science, and simply reading a textbook only goes halfway toward true learning—applying what you learn is critical. This book provides hands-on practice alongside useful tools and valuable insight to help solidify your understanding of the many facets of this complex field. Delve into the intricacies of valuation with a new expanded case study and expert tips Follow checklists and flowcharts for each phase of the valuation process Use reports, information requests, and other tools that help organize your workflow Test your understanding with over 300 exercises organized by major area Organized into standard, recognized, and easily identified sections that lend themselves to quick refreshers as well as start-to-finish study, this book is a truly useful resource for beginner and veteran alike. Whether you're learning valuation for the first time or simply need guidance on an unfamiliar situation, Financial Valuation Workbook provides a key resource for any business valuation professional.
Author : Louis A. Mezzullo
Publisher : American Bar Association
Page : 158 pages
File Size : 43,84 MB
Release : 2007
Category : Business & Economics
ISBN : 9781590318379
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
Author : John Richard Price
Publisher : CCH
Page : 1724 pages
File Size : 36,94 MB
Release : 2008
Category : Business & Economics
ISBN : 9780808092346
A mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price shows how to handle the full range of estate planning problems and techniques.
Author : David T. Lewis
Publisher : American Bar Association
Page : 350 pages
File Size : 26,58 MB
Release : 2007
Category : Business & Economics
ISBN : 9781590318171
Forming and funding a family limited partnership or limited liability company is both increasingly common and complicated. This current, comprehensive reference provides in-depth analysis of all facets of using these planning vehicles. It begins with detailed guidance on the basic principles of drafting, forming, funding, and valuing an FLP or LLC, but also covers advanced income tax concerns. Added tools include examples and extensive sample forms on CD-ROM.
Author : Michael E. Mares
Publisher :
Page : 4 pages
File Size : 22,94 MB
Release : 1995-01-01
Category : Private companies
ISBN : 9781564338242
Author : James Jurinski
Publisher : ALI-ABA
Page : 348 pages
File Size : 50,92 MB
Release : 2002
Category : Business enterprises
ISBN : 9780831814144
Author : L. Paul Hood, Jr.
Publisher : John Wiley & Sons
Page : 416 pages
File Size : 11,55 MB
Release : 2011-05-03
Category : Business & Economics
ISBN : 0470603402
Thorough guidance and detailed analysis of the valuation business engagement Discussing the practical aspects of business valuation that arise in the context of a tax valuation, this book provides you with detailed analysis of the valuation business engagement process. Detailed discussion is included of various cases outlining errors that appraisers have made in appraisal reports, as well as in-depth discussion of the current appraisal industry issues that are impacting tax valuations. Examines concepts and topics including level of value, the role of estate planners in the business valuation process, the use of appraisers in estate planning and litigation, and the appraiser identification/selection process Provides insight into the nature of the major appraisal trade associations Offers insights into preventing errors from getting into appraisal reports This helpful guide provides you with the detailed discussion you need on the various business valuation standards that have been promulgated by the Appraisal Standards Board as well as several appraisal trade associations.
Author :
Publisher : IICLE Press
Page : 415 pages
File Size : 44,40 MB
Release :
Category :
ISBN :