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Author : Sheryl Rowling
Publisher : CCH Incorporated
Page : 718 pages
File Size : 44,7 Mb
Release : 2009-09-28
Category : Electronic
ISBN : 080802003X
Author : Sheryl L. Rowling
Publisher : CCH
Page : 824 pages
File Size : 41,6 Mb
Release : 2007-10
Category : Business & Economics
ISBN : 0808091441
Tax and Wealth Strategies for Family Businesses is a one-stop reference for professional advisors of closely-held business owners--CPAs, attorneys, and sophisticated financial planners. It covers a range of tax and financial planning areas affecting entrepreneurs, their businesses, and their families. It is structured so that novice as well as the sophisticated practitioner will find useful advice and practical tools to guide their clients throughout the life cycle of a family business.
Author : Sheryl L. Rowling,Robert S. Schriebman
Publisher : Cch Incorporated
Page : 312 pages
File Size : 49,6 Mb
Release : 2007-06-01
Category : Business & Economics
ISBN : 0808092006
The Spring 2007 Supplement for IRS Tax Collection Procedures provides helpful new discussions that reflect substantial developments since the publication of the last Supplement in the Fall of 2006. This new Supplement provides timely coverage of legislative changes made by the Pension Protection Act of 2006 and the Tax Relief and Heath Care Act of 2006. It also covers final Treasury regulations governing collection extension agreements and collection due process hearings on liens and levies, as well as proposed regulations relating to installment agreements. The Supplement includes many developments in IRS operations and reports on several Tax Court regular opinions of significance to collection practitioners. Forms and Exhibits including Internal Revenue Manual materials are brought up to date as well.
Author : Gary A. Zwick,James John Jurinski
Publisher : Edward Elgar Publishing
Page : 566 pages
File Size : 52,5 Mb
Release : 2019
Category : Law
ISBN : 9781785367762
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.
Author : Douglas P. McCormick
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 43,9 Mb
Release : 2019-02-06
Category : Business & Economics
ISBN : 9781119577416
Actionable, intelligent CFO training for the Chief Family Financial Officer Family Inc. is a roadmap to financial security for the family CFO. Too much personal wealth management advice essentially boils down to goal-setting, which isn't helpful or effective in terms of overall financial planning. This book takes a different track, giving you a crash course in corporate finance and the tools to apply the field's proven, time-tested principles in the context of your family's financial situation. You'll learn the key principles of wealth creation and management, and learn how to make your intellectual and real capital work for you. Your family situation is unique, and your principles must sometimes differ from the standard financial advice—and that's okay. Life is not a template, and even the best strategy must be able to adapt to real-life situations. You'll learn to chart your own path to financial security, utilizing the author's own tools that he developed over 15 years as an active board member, chairman of the board, or chief financial officer of multiple companies. Oversimplified wealth management advice does not leave you equipped to manage your real-world finances. This guide is written with intellectual rigor, but in the language of family discussion, to give you a real, practical guide to being an effective family CFO. Create your own financial prosperity and security Align financial acumen with your family's specific situation Adapt to real-world situations and make your financial advisor work for you Utilize powerful financial tools to help you build financial independence Every family needs a CFO to manage wealth, and the principles of corporate finance apply from the boardroom to the living room. Family Inc. delivers actionable advice in the form of CFO training to help you plot a real-world family financial plan.
Author : Kirby Rosplock
Publisher : John Wiley & Sons
Page : 432 pages
File Size : 55,8 Mb
Release : 2014-01-28
Category : Business & Economics
ISBN : 9781118367308
Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook. The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.
Author : Mark Haynes Daniell
Publisher : World Scientific
Page : 513 pages
File Size : 51,8 Mb
Release : 2021-10-28
Category : Business & Economics
ISBN : 9789811238383
Strategy for the Wealthy Family provides a clear framework for highly informed strategic management of the family, the family business, the family's financial assets, the family's trust and tax management activities, philanthropic activities, risk factors and the family's surround ecosystem of institutions, advisors, friends and influencers. It also provides an approach to ensure the important individuality of all family members is fully reflected in every aspect of strategy for the greater family. Defining true family wealth as far more than pure financial capital, Strategy for the Wealthy Family sets out insights and information to help you grow, protect, transfer and share all aspects of your own family wealth successfully across future generations. Ultimately, this is a book for those who wish to understand and manage their own family wealth to join the club of the world's best-managed wealthy families — and stay there.
Author : Philip Marcovici
Publisher : John Wiley & Sons
Page : 296 pages
File Size : 45,7 Mb
Release : 2016-09-28
Category : Business & Economics
ISBN : 9781119327530
Wealth owners are responsible for more than just assets The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. While today's families have become global and the world has become smaller and more mobile, we have not yet become immune to the problems wealth poses to the family unit. This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth. Global taxation regimes, changing bank secrecy laws, asset protection and other critical issues are examined in depth to assist wealth owners in planning, and the discussion includes details on the essential tools that aid in the execution of any wealth management strategy. More than a simple financial planning guide, this book also delves into the psychology of wealth, and the effect it has on different family members; wealth destroys families every day, and smart management means maintaining the health of the family as much as it means maintaining and expanding wealth. Family wealth brings advantages, but it also carries a potential for destruction. Wealth owners have a responsibility to their families and to themselves, and this book provides the critical guidance you need to get it right, whether you are part of a wealth-owning family or are an advisor to wealth-owning families. Learn how careful planning can prevent family strife Protect assets from risks ranging from divorce to political upheaval Explore the many tools that facilitate secure wealth management Discover how changing global regulations affect wealth Understand how private banks and other advisors work Uncover challenges faced by the wealth management industry Find out how to work with advisors and to manage costs while ensuring efficient and effective outcomes Families at all levels of wealth are vulnerable to shifting economic climates, evolving regulatory issues, asset threats and more. Any amount of wealth is enough to shatter a family, but deeply intentional planning based on thoughtful consideration is the key to keeping destructive forces at bay. The Destructive Power of Family Wealth provides expert guidance and a fresh perspective to help you maintain both family and wealth. For those in the wealth management industry and for other advisors to wealth-owning families, The Destructive Power of Family Wealth contains insight on the needs of today's wealth-owning families, ways in which the tools of wealth planning address those needs and guidance on what it takes to be a successful, trusted family advisor.
Author : Mark Haynes Daniell,Tom McCullough
Publisher : John Wiley & Sons
Page : 480 pages
File Size : 45,8 Mb
Release : 2013-08-05
Category : Business & Economics
ISBN : 9780470829080
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Author : Susan Latremoille,Peter Creaghan
Publisher : John Wiley & Sons
Page : 192 pages
File Size : 47,6 Mb
Release : 2012-01-06
Category : Business & Economics
ISBN : 9781118089811
As the first wave of Canadian baby boomers retire over the next few years, succession planning will be vital for the long-term survival of many businesses. Canada is about to see a huge transfer of wealth from this generation to the next, yet many businesses struggle to ensure a smooth transition of business management and ownership. For family-owned companies, the ramifications may be even more sweeping. The personal issues they face, compounding other day-to-day business concerns, range from planning for income taxes to maintaining interpersonal relationships with family members. A good succession plan will manage a range of issues, such as people and talent, family dynamics, corporate structure, estate planning, insurance and share transfer, to name just a few. Who Will Take Over the Business? is for any business owner who wants to retire, sell, or transfer ownership of their business. It is designed to guide business owners through a comprehensive and strategic approach to the business succession process to ensure that the transition is carried out as smoothly as possible. Who Will Take Over the Business? is a must-have resource for every Canadian business owner.
Author : Aspatore Books,Brad M. Kaplan,Steve L. Waserstein,W. Donald Sparks, II,Steven A. Benefield,Ross N. Cohen
Publisher : Thomson West
Page : 208 pages
File Size : 53,9 Mb
Release : 2009
Category : Law
ISBN : 0314207848
Family and Business Succession Planning Strategies is an authoritative, insiders perspective on key strategies for advising clients on succession planning for closely-held businesses. Featuring partners from law firms across the nation, these experts guide the reader through the key steps in helping clients develop personal and business succession plans in ways that will achieve their wealth transfer goals and ensure the smoothest possible transition. These top lawyers give tips on getting the client started on the planning process, discussing sensitive family issues, and working with the clients other advisors or employees. From effective tax planning to business valuation and cash flow considerations, these authors explain the key elements in creating a long-term exit strategy for a business owner that allows them to remain on sound familial and financial terms. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Author : Michael A. Cole
Publisher : John Wiley & Sons
Page : 198 pages
File Size : 55,5 Mb
Release : 2017-04-17
Category : Business & Economics
ISBN : 9781119264705
A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.
Author : Andrew Fisher
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 41,5 Mb
Release : 2017-01-24
Category : Business & Economics
ISBN : 9781119234272
Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families. Navigate the complexities of international taxation Get specific guidance on retirement planning Make sense of how real estate fits into your financial picture Invest appropriately to maximize growth for the future Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion.
Author : John M. Leonetti
Publisher : John Wiley & Sons
Page : 259 pages
File Size : 50,9 Mb
Release : 2008-11-03
Category : Business & Economics
ISBN : 9780470400708
Written by John Leonetti—attorney, wealth manager, merger and acquisition associate, and fellow exiting business owner in his own right—Exiting Your Business, Protecting Your Wealth will guide you in thoughtfully planning out your exit options as well as helping you analyze your financial and mental readiness for your business exit. Easy to follow and essential for every business owner, this guide reveals how to establish an exit strategy plan that is in harmony with your goals.
Author : Marilyn deRooy-Pearson
Publisher : Unknown
Page : 0 pages
File Size : 54,9 Mb
Release : 2015-05
Category : Family-owned business enterprises
ISBN : 1771411163
Are you making your hard-earned finances work for you and your family? This book highlights 8 important issues that every successful business owner or professional should know about when it comes to saving taxes and wealth accumulation. Expert financial planner, Marilyn deRooy-Pearson asks and answers key questions, including: Are you using your small business tax rates to its best advantage? Are you paying for your children's post-secondary education at their tax rate or yours? Have you set up a corporate retirement plan? Are you leaving estate planning to chance? Is your wealth accumulation strategy tax efficient? This book is about business owners integrating family, business, share ownership, retirement and estate planning into effective financial planning strategies. Learn about the tax and planning benefits that have been created by the federal government to encourage entrepreneurship and private business owners. Be empowered and find out how you can increase tax efficiencies, and get clarity and peace of mind.