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

Author: Louis A. Mezzullo

Publisher: American Bar Association

Published: 2007

Total Pages: 158

ISBN-13: 9781590318379

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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
Tax and Financial Planning for the Closely Held Family Business

Author: Gary A. Zwick

Publisher: Edward Elgar Publishing

Published: 2019

Total Pages: 543

ISBN-13: 1785367765

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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.

Practical Guide to Estate Planning 2009
Practical Guide to Estate Planning 2009

Author: Ray D. Madoff

Publisher: CCH

Published: 2008-11

Total Pages: 844

ISBN-13: 9780808092339

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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.

The Complete Guide to Wealth Preservation and Estate Planning
The Complete Guide to Wealth Preservation and Estate Planning

Author: Jonathan G. Blattmachr

Publisher: Regnery Publishing

Published: 1999-11-01

Total Pages: 764

ISBN-13: 9780895262547

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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.

2012 Estate Planning
2012 Estate Planning

Author: Martin Shenkman

Publisher: eBookIt.com

Published: 2012-09

Total Pages: 108

ISBN-13: 1456610406

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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.