Products tagged with 'privately held company'

This six-part bi-weekly webcast 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 approaches and methods used to determine the value of a business and the various scopes of a valuation assignment, including how adjustments to the reported financial statements and a careful review of key documents are essential to understanding the value of a privately held company. Case studies of actual businesses provide examples of valuations for corporate dissolution, buying and selling a business, and the loss (or termination) of an owner.

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.