Planning Techniques for the Closely Held Business PDF Download
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Author:
Publisher:
ISBN:
Category : Close corporations
Languages : en
Pages : 322
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Book Description
Author:
Publisher:
ISBN:
Category : Close corporations
Languages : en
Pages : 322
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Book Description
Author:
Publisher:
ISBN:
Category : Close corporations
Languages : en
Pages : 316
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Book Description
Author: Louis A. Mezzullo
Publisher:
ISBN: 9781633590243
Category : Close corporations
Languages : en
Pages :
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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.
Author: Gary A. Zwick
Publisher: Edward Elgar Publishing
ISBN: 1785367765
Category : Law
Languages : en
Pages : 566
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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.
Author: David K. Cahoone
Publisher: QP Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 632
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Book Description
Author: David Thomas
Publisher: Amer Inst of Certified Public
ISBN: 9780870512940
Category : Business & Economics
Languages : en
Pages : 117
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Book Description
Author: Edward A. Stoeber
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 366
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Book Description
Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Category : Business & Economics
Languages : en
Pages : 844
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Book Description
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.
Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 1119594278
Category : Business & Economics
Languages : en
Pages : 384
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Book Description
Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Author: Dwight Drake
Publisher: West Academic Publishing
ISBN: 9780314185082
Category : Law
Languages : en
Pages : 0
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Book Description
The author uses case studies and various reader-friendly formats to examine a broad range of important planning challenges faced by businesses of all sizes. Highlights of the Second Edition include a new ?Basic Business Concepts? section and a new chapter that illustrates the plan design traps and strategies for transitioning a family-dominated business. The book provides an indispensable mix of technical concepts and practical insights that address the planning needs of business owners and executives
