Advising the Family-Owned Business PDF Download

Author: Robert M. Halpern
Publisher: Canada Law Book
ISBN: 9780888042835
Category : Family-owned business enterprises
Languages : en
Pages : 300

View

Book Description

Author: James Jurinski
Publisher: ALI-ABA
ISBN: 9780831814144
Category : Business enterprises
Languages : en
Pages : 348

View

Book Description

Author: Gary A. Zwick
Publisher: Edward Elgar Publishing
ISBN: 1785367765
Category : Law
Languages : en
Pages : 543

View

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.

Author: Darlene Smith
Publisher: John Wiley & Sons
ISBN: 9780471333531
Category : Business & Economics
Languages : en
Pages : 250

View

Book Description
Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.

Author: William J. Rothwell
Publisher: CRC Press
ISBN: 1000728331
Category : Business & Economics
Languages : en
Pages : 322

View

Book Description
Who will lead your organization into the future? Have you created the systems to properly implement required succession transitions? Have you put the financial tools in place to fund the transition? Do you want a plan that connects with your personal and company core values? When do you include timely planning related to strategy and talent issues? What are the appropriate communication strategies for sharing your plan? What legal issues need consideration related to the strategy, financial, and people aspects of succession? So, what is preventing you from starting this effort tomorrow? Small and family businesses are the bedrock of all businesses. More people are employed by small and family-owned businesses than by all multinational companies combined. Yet the research on small and family businesses is bleak: fewer than one-third of small business owners in the United States can afford to retire. Only 40% of small businesses have a workable disaster plan in case of the sudden death or disability of the owner, and only 42% of small businesses in the United States have a succession plan. Fewer than 11% of family-owned businesses make it to the third generation beyond the founder. Lack of succession planning is the second most common reason for small business failure. Many organizations often wonder where to start and what to do. Succession Planning for Small and Family Businesses: Navigating Successful Transitions presents a comprehensive approach to guiding such efforts. Small and family-owned businesses rarely employ first-rate, well-qualified talent in human resources. More typically, business owners must be jacks-of-all-trades and serve as their own accountants, lawyers, business consultants, marketing experts, and HR wizards. Unfortunately, that does not always work well when business owners embark on planning for retirement or business exits. To help business owners avert problems, this book advises on some of the management, tax and financial, legal, and psychological issues that should be considered when planning retirement or other exits from the business. This comprehensive approach is unique when compared to the books, articles, and other literature that currently exist on the market. This book takes on a bold and integrated approach. Relevant research combined with the rich experiences of the authors connects this thorough, evidence-based approach to action-based approaches for the reader.

Author:
Publisher: ALI-ABA
ISBN: 9780831814076
Category : Business & Economics
Languages : en
Pages : 354

View

Book Description
Disk contains forms and checklists from the printed text.

Author: United States. Congress. Senate. Committee on Finance
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 96

View

Book Description

Author: P. J. DiNuzzo
Publisher: Morgan James Publishing
ISBN: 1631958356
Category : Business & Economics
Languages : en
Pages : 276

View

Book Description
More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world’s wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. DiNuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy.

Author: United States. Congress. Senate. Committee on Finance. Subcommittee on Taxation and Debt Management
Publisher:
ISBN:
Category : Capital gains tax
Languages : en
Pages : 548

View

Book Description

Author: United States. Congress. Senate. Committee on Finance. Subcommittee on Energy and Agricultural Taxation
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 280

View

Book Description