Author : Gregory Monday
Publisher : American Bar Association
Page : 188 pages
File Size : 26,13 MB
Release : 2022-05-02
Category : Law
ISBN : 9781641056915
"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Author : Vicki Cook
Publisher : Simon and Schuster
Page : 272 pages
File Size : 50,98 MB
Release : 2021-08-03
Category : Business & Economics
ISBN : 1507216408
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
Author : Mark J. Kohler
Publisher : Entrepreneur Press
Page : 282 pages
File Size : 18,98 MB
Release : 2017-11-14
Category : Business & Economics
ISBN : 1613083750
TAKE CONTROL OF YOUR FINANCIAL FUTURETailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership. Learn how to: Pinpoint the dollar value of your business with a step-by-step formula Eliminate and avoid bad debt while leveraging your good debt Uncover investment strategies Wall Street won't tell you Achieve long-term goals with the 4x4 Financial Independence Plan Find an advisor willing to look out for your best interests Super-charge your 401(k) and leverage your insurance to get rich Create the best exit strategy for you, your business, and your family Avoid the most common mistakes in real estate investment Protect your hard-earned assets from security threats ready to strike You can't predict the future, but you can plan for it. So if you're ready to stop treating your business like your only asset and want to start making it your most valuable legacy, this book is for you!
Author : Denis Clifford
Publisher : Nolo
Page : 528 pages
File Size : 13,76 MB
Release : 2022-04-26
Category : Business & Economics
ISBN : 1413329810
This book provides the information and encouragement you need to create security for your property, your children, and your health. In plain English, it covers every standard estate planning topic in detail. The information in this book will help you formulate your plan and will save you time and money, whether you create your own estate plan or go to a lawyer for assistance.
Author : Jean D. Sifleet
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 21,73 MB
Release : 2004-04-28
Category : Business & Economics
ISBN : 0471480894
The ultimate reference on compensation for small businessowners Beyond 401(k)s for Small Business Owners presents strategies forreducing taxes, planning for your retirement, and rewardinghigh-performing employees. Expert advice from attorney and CPA JeanSifleet will help small business owners maximize their own rewardsand create an environment in which employees know that their hardwork will mean a better future for themselves. In clear, simple language this book helps you figure out what kindof plan you can afford, what your employees want, and what to do.Important tax and insurance issues are covered in detail andstep-by-step guidance lets you design a compensation strategy thatworks for both you and your employees. Case studies, sample plans,and helpful references make this book your one-stop source forcomplete coverage of alternatives, from cash bonus programs toemployee stock option plans (ESOPs) and everything in between. WithBeyond 401(k)s for Small Business Owners you'll have all the toolsyou need to: * Maximize owner benefits, reduce taxes, and enhance yourretirement income * Use creative compensation to motivate your employees * Understand qualified and nonqualified plans * Address the unique issues of family businesses * Get the best deal on insurance and benefits for yourcompany * Avoid expensive pitfalls * Measure your progress and keep your plan on track
Author : Steve Goodman
Publisher : LULU
Page : 109 pages
File Size : 27,91 MB
Release :
Category :
ISBN : 1483406458
Author : Jonathan G. Blattmachr
Publisher : Regnery Publishing
Page : 764 pages
File Size : 12,21 MB
Release : 1999-11-01
Category : Business & Economics
ISBN : 9780895262547
The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Author : Anthony Mancuso
Publisher : NOLO
Page : 323 pages
File Size : 36,69 MB
Release : 2013
Category : Business & Economics
ISBN : 9781413318807
"Use the plain-English legal forms in this book to create a buy-sell agreement, clarifying: - when co-owners can sell their interest - who can buy into the business - what price will be paid "--
Author : Anthony Mancuso
Publisher : Nolo
Page : 337 pages
File Size : 50,99 MB
Release : 2022-06-03
Category : Business & Economics
ISBN : 1413329667
Head off disagreements with co-owners It happens to any business that’s owned by more than one person: Sooner or later, one or more owners will want or need to leave the business. What happens when you’re ready to move on? Or what happens to your company if one co-owner wants to retire, files for bankruptcy, or goes through a divorce? Unless you plan in advance, it could threaten the survival of your business. In short, it’s essential that you create a simple but effective “prenuptial agreement” for your company with a buyout agreement (buy-sell agreement). This document clarifies: when you or your co-owners can sell ownership interests the circumstances requiring an owner to sell (personal bankruptcy, for example) how much departing owners can ask for their shares, and how long continuing owners have to pay the former owner. Business Buyout Agreements walks you through the creation of your own legal agreement—before issues come up and cause problems. It provides all the tax and legal information you need at every step, such as how to structure the agreement to avoid estate taxes. You’ll have a clear, fair agreement—and peace of mind. With Downloadable Forms Everything you need to create a buy-sell agreement is provided , details inside.
Author : David K. Cahoone
Publisher : Quantum Press (Denver, Company)
Page : 630 pages
File Size : 11,86 MB
Release : 2002
Category : Business & Economics
ISBN : 9780967471426
Strictly Business is the first book in 2002 to discuss the impact of recent tax law changes on businesses and business owners. Looking beyond the phantom tax "rebates" and estate tax "repeal," it clearly explains the challenges and opportunities the new act creates for business owners-and why reducing taxes may not be their chief planning concern. Strictly Business is written in a hard-hitting, question-and-answer format to clearly and simply explain complex concepts and strategies relating to starting and operating a business, choosing a business structure, expanding a business, and developing fringe benefits, retirement funds, and a succession strategy. By drawing on several disciplines and the expertise of more than 90 of America's leading planning professionals, Strictly Business offers the most comprehensive and relevant planning ideas on issues important to business owners. For many of us, just knowing the questions to ask our advisors will greatly help us to become involved in the planning process. Whether you are a would-be-entrepreneur or a veteran business owner, armed with the insights and information in Strictly Business, you will be able to enter into the planning process with your advisors with more confidence to ensure that your business and your legacy thrive and remain strong, now and into the future.
