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Estate and Entity Planning: Family Business Organizations, 2d

Product details:

Format: Book with CD-ROM
Brand: Clark Boardman Callaghan
Copyright: 2008-2018
Service #: 14815904
Sub #: 14815903
Publication frequency: Varies
Update method: Varies

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Estate and Entity Planning: Family Business Organizations, 2d



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Chronologically organized to follow the legal life cycle of a family business, Estate and Entity Planning: Family Business Organizations provides a complete practice system for planning, organizing, maintaining, and disposing of interests in family-owned businesses. It furnishes relevant state statutes, research aids, and tax law, as well as:

    • Practical analysis and proven strategies

    • More than 200 necessary forms

    • Comparison charts

    • Checklists

    • Graphs, including a graphic analysis of the relative taxation of S and C corporations and a comparison of the features of S corporations and limited partnerships

Topics include:

    • State law; trusts; accounting methods; compensation; exit strategies; restrictive agreements; maintaining the ongoing business

    • Solutions to tax problems brought on by additional capital and changing family structures; types of legal entities

    • Redemptions; dissolutions; S corporation eligibility; solving shareholder disputes; controlling future ownership; buy-sell agreements between shareholders or partners

    • Gifts of interest in the business and their tax consequences; life insurance opportunities; valuation techniques

    • Opportunity shifting as it relates to § 2036(c) and otherwise

    • Property and tax planning through grantor-retained income trusts and the marital deduction; generation-skipping taxes

    • § 2032A business and real estate income valuation, and charitable contributions

A CD-ROM is included.