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Estate Planning for the Family Business Owner

Purchase this digital coursebook for: $125.00 Add to Cart

Coursebook Forms:

Development of a Family Business Objectives Statement (AKA Family Business Mission Statement) (12 pp) By Michael V. Bourland, Esquire

Getting Family Business Owners Off the Dime: How to Get Your Best Client Started on Estate and Business Succession Planning (32 pp) $29.00
By Eric A. Manterfield

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Coursebook Papers:

Setting the Stage for Planning With the Family Business Owner (36 pp) $29.00
By Michael V. Bourland, Esquire

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Tax Free Division—Family Business Succession Planning (48 pp) $29.00
By Michael V. Bourland, Esquire

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Choosing a Business Entity in Today's Business World (20 pp) $29.00
By Michael V. Bourland, Esquire

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Purchase and Sale of Privately Held Companies (40 pp) $29.00
By Michael V. Bourland, Esquire

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Estate Planning Strategies Reference Outline (14 pp) $29.00
By Michael V. Bourland, Esquire

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Dealing With Uncle Sam, Everyone's Least Favorite Relative in the Family Business (50 pp) $29.00
By Samuel A. Donaldson

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The 3.8% Surtax:Individuals: Exemptions and Planning Strategies for Business Owners (76 pp) $39.00
By Christopher R. Hoyt

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Estate Planning: Recent Developments and New Planning Paradigms (154 pp) $49.00
By Steve R. Akers

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Retirement Accounts & IRAs (90 pp) $39.00
By Christopher R. Hoyt

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Trustees with Two Hats: Avoiding Fiduciary Traps When Holding Business Interests in Trust (12 pp) $29.00
By Stephanie Loomis-Price

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Sophisticated Transfer Planning Strategies for Business Owners (80 pp) $39.00
By Diana S. C. Zeydel, Esquire

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FLPing the Cards: Dealing with the IRS in Transfer Tax Audits Involving Family Limited Partnerships (54 pp) $39.00
By Stephanie Loomis-Price

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Ethics Issues in Representing Owners of Family Businesses and Their Families: Presentation Outline (34 pp) $29.00
By Michael V. Bourland, Esquire

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Ethics Issues in Representing Owners of Family Businesses and Their Families: Reference Outline (74 pp) $39.00
By Michael V. Bourland, Esquire

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Ethical Issues Under the Model Rules of Professional Conduct for Estate Planning and Family Business Succession Advisors (58 pp) $39.00
By Eric A. Manterfield

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Appraising Your Client's Appraisal: A Litigator's Perspective of What Owners and the IRS Look for in Valuation Reports (40 pp) $29.00
By Stephanie Loomis-Price

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Use of Life Insurance in the Closely-Held Business (24 pp) $29.00
By Charles L. Ratner

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Estate Planning for Couples in a Second Marriage Including Estate Planning Implications of Premarital Agreements (88 pp) $39.00
By Eric A. Manterfield

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Post Mortem Planning—It's Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues and Strategies (126 pp) $49.00
By Steve R. Akers

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Making New Business Opportunities Available to Younger Generations, Bross Trucking Inc., et al. v. Commissioner, 142 T.C. Memo. 2014-17 (June 5, 2014) and Estate of Adell v. Commissioner, T.C. Memo. 2014-155 (August 4 2014) (8 pp) $29.00
By Steve R. Akers

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Sophisticated Transfer Planning Strategies for Business Owners (30 pp) $29.00
By Diana S. C. Zeydel, Esquire

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Table of Content (14 pp)