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An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business

Author : Louis A. Mezzullo

Publisher : American Bar Association

Page : 158 pages

File Size : 13,65 MB

Release : 2007

Category : Business & Economics

ISBN : 9781590318379

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Book Description

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.





Tax and Financial Planning for the Closely Held Family Business

Author : Gary A. Zwick

Publisher : Edward Elgar Publishing

Page : 543 pages

File Size : 39,69 MB

Release : 2019

Category : Law

ISBN : 1785367765

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Book Description

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.



Business Planning

Author : Dwight Drake

Publisher : West Academic Publishing

Page : 816 pages

File Size : 38,96 MB

Release : 2006

Category : Business & Economics

ISBN :

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Book Description

"The planning discussions reflect the impact of tax changes through the close of 2010 and include new commentary on today's toughest challenges: the struggle to crawl out of a debilitating recession; the drop in global demand and associated deleveraging; the causes and effects of chronic unemployment; unprecedented government debts and deficits; the scope and impacts of the banking financial crisis; the perpetual uncertainty of taxes; the challenges of health care reform in the years ahead; and tax prospects for the future."--Publisher's website.



An Estate Planner's Guide to Family Business Entities

Author : Louis A. Mezzullo

Publisher :

Page : pages

File Size : 44,7 MB

Release : 2020

Category : Estate planning

ISBN : 9781641056540

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Book Description

"This fourth edition to An Estate Planner's Guide to Family Business Entities brings the second edition current through December 1, 2019 and is designed for the estate planner who is considering the most appropriate way to achieve his or her client's goal of transferring wealth to younger family members. Although it covers both tax and nontax considerations, its major emphasis is on the tax considerations, covering choosing the business entity and comparing the various entities that are available; highlighting recent developments concerning choice of entity; covering the application of the special valuation rules and other transfer tax issues, as well as the use of a grantor retained annuity trust to reduce the value of the gift when transferring an interest in a family-held entity, are discussed"--



Buy-Sell Agreements for Closely Held and Family Business Owners

Author : Z. Christopher Mercer

Publisher :

Page : 272 pages

File Size : 45,51 MB

Release : 2010-08

Category : Business & Economics

ISBN : 9780982536438

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Book Description

Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.



Closely Held Businesses in Estate Planning

Author : Edwin T. Hood

Publisher : CCH Tax & Accounting

Page : 1692 pages

File Size : 34,79 MB

Release : 1998

Category : Law

ISBN : 9781567065923

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Book Description

Closely Held Businesses in Estate Planning collects and organizes all the important statutory law, rules and regulations. This newly updated masterwork also presents complete and comprehensive coverage of the strategies and practices for protecting the value of the closely held business while limiting the tax burden on the owner's estate. Now you can turn to one well-organized and easy-to-use reference to find the current law and best practice guide lines. You'll develop a working understanding of how business entities may be utilized to take advantage of the new tax provisions including -- limited partnerships, limited companies, S Corporations, and C Corporations.



Estate Planning for Owners of Closely Held Business Interests

Author : Louis A. Mezzullo

Publisher :

Page : pages

File Size : 44,7 MB

Release :

Category : Close corporations

ISBN : 9781633590243

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Book Description

... 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.





Planning for Disability

Author : Robert B. Fleming

Publisher :

Page : 0 pages

File Size : 24,62 MB

Release : 2024

Category : Capacity and disability

ISBN : 9781633594401

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Book Description

" ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member"--Portfolio description (Page (iii)).