[PDF] Estate Business Succession Planning 2013 2014 eBook
Estate Business Succession Planning 2013 2014 Book in PDF, ePub and Kindle version is available to download in english. Read online anytime anywhere directly from your device. Click on the download button below to get a free pdf file of Estate Business Succession Planning 2013 2014 book. This book definitely worth reading, it is an incredibly well-written.
"The book is a comprehensive, well-organized resource, essential for a California estate planner." --Rebecca De Kalb, Leibovitz Law Group, Orinda Protect the future of your clients' businesses with this detailed, comprehensive resource. For estate planners, business attorneys, and any other professional involved in family business succession planning, this book delivers valuable strategies and smart advice for effectively crafting a succession plan, transferring or selling the business, understanding tax consequences, and handling difficult family dynamics.
EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one’s mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 Top twenty factors to consider when creating one’s Will, as well as creating a Power of Attorney and Health Care Proxy Annual Exclusion and Exemption Equivalent Planning Irrevocable Life Insurance Trusts and Crummey Notices Charitable Remainder Trusts and Foundations Family Limited Partnerships Business Succession Planning Techniques Split Dollar Plans Section 529 education plans Retirement distribution rules Self-Canceling Installment Notes Intentionally Defective Grantor Trusts GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com
This tax planning guide is designed to provide an invaluable source of money-saving advice foròanyone who advises or runs a family or owner-managed company in the UK. The book examines a wide variety of tax planning matters from the viewpoint of the company, its working and non-working shareholders, and its employees. This fully updated new edition contains effective strategies for dealing with particular problems and opportunities for UK family and owner-managed companies, including: extracting funds * remuneration strategies * benefits and expenses * succession planning and passing on the company * selling and winding up the company * reorganizing shares and trading activities (including share buybacks) * dividend strategies * employee share schemes and pension scheme strategies. The 2013/14 edition contains the very latest tax planning strategies and demonstrates how to keep tax liabilities to a minimum. It is fully updated to the UK's latest Finance Act. Worked examples illustrate complex points throughout, and each chapter concludes with useful checklists of planning points referring to the tax position of different parties.
Author : Joe M. Goodman Publisher : American Bar Association Page : 234 pages File Size : 29,91 MB Release : 1997 Category : Business & Economics ISBN :
Author : Russell J. Fishkind Publisher : John Wiley and Sons Page : 383 pages File Size : 34,70 MB Release : 2001-06-15 Category : Business & Economics ISBN : 0471438065
Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.
Business Succession and Estate Planning for the Closely Held Business Owner provides a solid foundation for understanding and communicating effectively with your attorney and other professional advisors regarding how to set up a winning business succession plan. Although business succession and estate planning is often viewed as an arcane field, full of complex concepts and terminology, it is also essential for every closely held business owner. Neglecting this type of planning is to risk having your business and other assets pass in ways that you did not intend. Among other things, Business Succession and Estate Planning for the Closely Held Business Owner guides you through the business succession plan cycle, the federal transfer tax system, and core estate planning documents, such as wills and revocable trusts. Youll also be introduced to the concepts of holding entities, recapitalization, and estate freeze planning. Armed with this knowledge, you will be able to participate more fully in the planning process in order to design a plan that reflects your most important wishes and desires when it comes to this topic.
If you own a family business, you should be thinking about your succession plan.Whether you plan to sell the business to fund your own retirement or pass it on to your descendants or other key employees, there are questions you need to be asking:* Am I prepared to consider transferring ownership or control of my business during my lifetime?* Have I made sure that the transition will be orderly? * Will my key employees stay with my firm rather than seeking more secure employment? * Is my estate sufficiently diversified so that children who are not active in the business may be treated fairly alongside those receiving an interest in the business? Now is the time to incorporate Business Succession into your retirement and estate planning. The book in your hands provides an ideal starting point.