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 Closely-held  


  
An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business, Second Edition (Estate ...
Louis A. Mezzullo

American Bar Association, 2008

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 ...
  
  











  



  
Business Planning:Closely Held Enterprises (American Casebooks)
Dwight J. Drake

West, 2008

Thorough and Practical
After 5 years as a practicing attorney in estate planning, I attended UW's taxation program. After completing the program, I returned to private practice and have used this text more than any other since I've been back. Professor Drake's practical planning ...
  
  











  



  
Business Organizations: Unincorporated Businesses & Closely Held Corporations: Essential Terms & Concepts ...
Hamilton, Robert W.

Aspen Publishers, Inc., 1997
  
  











  



  
The Family Limited Partnership Deskbook, Second Edition: Forming and Funding FLPs and Other Closely Held ...
David T. Lewis

American Bar Association, 2008

Forming and funding a family limited partnership or limited liability company is both increasingly common and complicated. This current, comprehensive reference provides in-depth analysis of all facets of using these planning vehicles. It begins with detailed guidance on the basic principles of drafting, forming, funding, and valuing an FLP or ...
  
  











  



  
Closely Held Businesses in Estate Planning
Edwin T. Hood, John J. Mylan, ...

CCH, Inc., 2004

Closely Held Businesses in Estate Planning provides exhaustive coverage of the gratuitous transfer tax system, inter vivos gifting strategies, valuations freezes, intra-family sales, buy-sell agreements, the marital deduction, planning strategies for retirement income distributions, and valuation of closely held business interests. This ...
  
  











  



  
Closely Held Business Organizations, 2007 Statutory Supplement (American Casebook Series)
Robert Ragazzo; Douglas K. Moll

West, 2006

Fantastic Statute Supplement
It has all the Model Business Codes and all the Bussiness related Codes from Delaware. It's worth the money for the class. Ragazzo is a genius. You should definately buy this book along with his text book, "Closely Held Business Organizations."
  
  











  



  
Valuation of Closely Held Companies and Inactively Traded Securities (The Institute of Chartered Financial ...
Multiple Authors (See Below)

Association for Investment Management and Research, 1990

This proceeding covers the analytical approaches to valuing businesses and explores questions relating to the legal environment and its impact on valuations, fairness and solvency opinions, and specialized securities.
  
  











  



  
Valuing a Business : The Analysis and Appraisal of Closely Held Companies (3rd Edition)
Shannon P. Pratt, Robert P. Schweihs

Irwin Professional Pub, 1995

This is a Terrific Resource for Practitioners Not Investors
I am a lawyer who has tried valuation cases and this book is a terrific resource for valuation experts and attorneys. I used it to defend and to attack witnesses. It is respected. It is used at the Federal Judicial Center as training for judges on these issues. It is ...
  
  











  



  
Adkisson's Captive Insurance Companies: An Introduction to Captives, Closely-Held Insurance Companies, and ...
Jay D Adkisson

iUniverse, Inc., 2006

Great Intro to Captives
As an advisor, I've had clients repeatedly ask me about captive insurance companies but I didn't know much more about them and simply referred them to people like Jay who dealt with them. They always seemed like a "black box" planning technique where the secrets of how ...
  
  











  



  
Managing Closely Held Corporations: A Legal Guidebook
American Bar Association

American Bar Association, 2003

Like its companion the Corporate Director's Guidebook, this new title covers topics in plain English so the principles are easily understood by nonlawyers
  
  











  



  
Selling to an ESOP (Employee Stock Ownership Plan) (A comprehensive guide for owners, managers, and advisores ...

National Center for Employee Ownership, 2000

Selling to employees through an employee stock ownership plan.
  
  











  



  
The Ultimate Legacy: How Owners of Family and Closely Held Businesses Can Achieve Their Real Purpose
Donald J. Jonovic

Jamieson Pr, 1997

Great book. Gets you where you need to be gotten.
Covers business operations in a family owned business and also some estate planning. Among other things, it talks about how much to let your kids have and how soon. Encourages you to make them develop themselves as people and to earn their keep. Even if you do ...
  
  











  



  
Reasonable compensation for closely held corporations.: An article from: The Tax Adviser
Gary Grush

American Institute of CPA's, 2000

This digital document is an article from The Tax Adviser, published by American Institute of CPA's on February 1, 2000. The length of the article is 1289 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You ...
  
  











  



  
Reasonable compensation: auto dealer prevails.: An article from: The Tax Adviser
Catherine M. Waltz, G. Todd Smigelski

American Institute of CPA's, 1993

This digital document is an article from The Tax Adviser, published by American Institute of CPA's on December 1, 1993. The length of the article is 1465 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You ...
  
  











  



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