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.

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.

Planning for Disability
Planning for Disability

Author: Robert B. Fleming

Publisher:

Published: 2024

Total Pages: 0

ISBN-13: 9781633594401

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" ... 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)).

Reasonable Compensation
Reasonable Compensation

Author: Anne E. Moran

Publisher:

Published:

Total Pages:

ISBN-13: 9781558718449

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" ... analyzes the issues relating to the deduction by an employer for a "reasonable allowance" under [section] 162(a) for compensation paid with regard to personal services rendered. It discusses in depth the factors applied in determining reasonableness, the necessity for the actual performance of services, situations where a deduction for reasonable compensation is not allowable, and other aspects of reasonable compensation. Various tax planning and controversy considerations also are discussed"--Portfolio description (p. iii).

Buy-Sell Agreements for Closely Held and Family Business Owners
Buy-Sell Agreements for Closely Held and Family Business Owners

Author: Z. Christopher Mercer

Publisher:

Published: 2010-08

Total Pages: 272

ISBN-13: 9780982536438

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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.