Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.
If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.
An Estate Planner's Guide to Life Insurance
Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth.
Written with the individual trustee in mind - lawyers, individuals acting as trustees, financial planners, and accountants - this book examines the law of diversification, investment directions, determining breach and damages, and provides ...
"This fourth edition to An Estate Planner's Guide to Family Business Entities brings the third edition current through December 1, 2019.
tax , this rate generally exceeds the rate on an estate income tax return , which ranges from 15 percent to 35 percent ... higher than the maximum rate for the income tax , except for the year that the estate tax is repealed ( 2010 ) .
Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs.
Ernst & Young LLP, Martin Nissenbaum, Barbara J. Raasch, Charles L. Ratner. Setting up an IRA is simple if you ... Roth IRA Similar to the nondeductible IRA, contributions to a Roth IRA are not tax deductible. In addition, the maximum ...
... with Ernst & Young U.S. , where he was director of estate and business succession planning for the Southwest Area . ... on closely held corporations , estate planning for the family - owned business , and family business planning .
What is the fair market value of an estate? What is the generation-skipping transfer tax? With this book at your side, you can use the estate and tax laws and options to make sure you’ve made the best allotment of your property.