Planning for Business Owners
Business Succession Issues For Professional Service Firms (goAudio)
The successful transfer of a professional practice requires time, careful planning, and a smooth transition process. Life and disability insurance can help assure that the business and/or other owners have liquidity in the event of a sudden, unexpected event, while life insurance cash values can provide liquidity for lifetime buyouts. In any event, a longer [...]
Planning for Business Owners
Business Succession Issues for Professional Services Firms (Journal Article)
This article appeared in the November 2019 Journal of Financial Service Professionals.
Planning for Business Owners
Buy-Sell Planning with Third-Party Ownership (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Financial Planning
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Planning for Business Owners
Delaware Series LLC Amendments: Everything You Need to Know about the New Rules (ALI CLE On-Demand)
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Planning for Business Owners
Drafting Settlement Agreements in Business Disputes (ALI CLE On-Demand)
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Planning for Business Owners
Impact of the CARES Act on Individuals and Businesses (FSPgo On-Demand Webinar)
The new economic relief package has a wide-ranging impact on individuals and businesses. From relief payments to forgivable loans, delayed RMDs, special funding for healthcare, unemployment provisions and business incentives, learn what the CARES Act offers and how it might affect your business or clients. Speaker: Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP® [...]
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Planning for Business Owners
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Planning for Business Owners
Planning for the Disposition and Management of the Closely Held Business (FSP Archived Webinar)
Program Overview The issues arising from the need to retain key employees/managers in closely held, often family-owned, businesses are analyzed from both the owner’s perspective as well as the key manager/employee’s vantage point. The program puts an emphasis on practical solutions, including equity participation by key employees and phantom/golden handcuff arrangements. The issues related to [...]
Planning for Business Owners
This article appeared in the July 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
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