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Products tagged with 'family-owned business'

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Estate Planning for the 99%

P1904-19U
Do most of your clients have estates worth less than $4M? If so, this program is for you. It covers issues that are more common for those estates unaffected by current tax laws.
From $300.00

Family Business Succession Planning

P9004-19E-14
Learn best practices for planning for the transition of a business through sale or transfer to the next generation, including how to effectively deal with family members both in and out of the business. Includes discussion of the impact of buy-sell agreements, valuation issues, and estate tax planning on succession planning.
$80.00

New and Used Family Limited Partnerships - Where Are We and What Should We Be Doing?

P9004-19E-11
Review key cases, analyze developments in the last 5 to 10 years, and understand (going forward) the creation, operation, and dissolution of family limited partnerships. Implied agreement cases, Strangi II control cases, bona fide sales exceptions under Bongard, and possible implications related to the Estate of Powell will be covered.
$80.00

Planning for the Transition of Family Owned Businesses & Farms

P1904-19E-03
Understand the estate planning techniques and tools that can be used to transition a family owned business or farm to a spouse, children and more remote generations.
$60.00
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