Tax and Financial Planning for the Closely Held Family Business

Author: Gary A. Zwick; James J. Jurinski
Publisher: Edward Elgar Publishing
ISBN: 9781785367755
Published In: August 2019
Format: Hardback
Jurisdiction: International ? Disclaimer:
Countri(es) stated herein are used as reference only

List Price: RM1,656.72

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Description
Contents

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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.

Tax and Financial Planning for the Closely Held Family Business provides traditional planning techniques as well as many often overlooked non-traditional strategies. The authors, who are Attorneys/CPAs with extensive experience representing family businesses, discuss the role of the family business advisor in dealing with the issues that confront businesses and their owners. Many family business owners may find that the timely involvement of a wise, experienced and careful business adviser can protect the owners from business and family crises. Practitioners, law libraries and law firms will find that each chapter of Tax and Financial Planning for the Closely Held Family Business contains creative planning opportunities that can be studied and implemented in order to solve real problems in the closely held family business.

1. The Many Roles of the Family Business Adviser
2. Understanding Family Business
3. Family Issues in Family Business Operations
4. Dealing with Power Struggles and Protecting Minority Shareholders
5. Creative Compensation Techniques for Family Businesses
6. Creative Retirement Planning for Family Business Owners and Their Families
7. Solving Problems in Succession Planning for Family Businesses
8. Creative Estate Planning Techniques for Business Owners and Their Families
9. Special Problems in Implementing Intra-Family Transfers
10. Creative Techniques to Provide Estate Liquidity
11. Valuation Techniques and Strategies to Minimize Taxes on Family Businesses
12. Creative Life Insurance Planning for Family Businesses
13. Financing Problems and Issues
14. Income Tax Planning Opportunities for Family Businesses and Owners
15. Negotiating the Tax Code's Related-Party Rules
16. Comprehensive Case Study Index