Products tagged with 'privately held company'

This series covers succession planning basics; employment law for business sellers; the ins and outs of estate planning for closely-held businesses; understanding transactions; understanding family business, shared wealth and power; and transitioning out of the business.

Learn about the various types of business entities and how to select the appropriate entity. Understand the management, organizational structure, and tax advantages/disadvantages of the S Corporation. In addition, review the fiduciary duties of business owners and shareholders for different types of business entities.

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.