Planning for Business Exits
Learn how to move from corporate status to a partnership once the tax benefits of being a C corporation has run its course.
Browsing Tag
Financial Planning
Collaboration of Estate Planners; Financial Planners – Recorded Webinar
Collaboration is essential to clients being properly served. Fusion and collaboration are the keys to sustainable, positive and meaningful Estate planning. Attorney, accountant and financial planner, Martin Shenkman leads this webinar.
Collaboration of the Estate and Financial Planning Team
Collaboration between the members of the estate and financial planning team will provide better results for clients, more networking for advisers, reduction in liability exposure for advisers, and more.
Grantor Trusts: Third Party and Grantor Debt
This presentation will discuss many of the tax and non-tax consequences of debt on property when transferred or later imposed on the property or later relieved.
Business Succession Planning
The webinar will cover the characteristics of a family owned business, the goals of the founder of the business and the various exit strategies, and the planning process.
The Best Financial Planning Vehicle: The CRT? The PIF? Both?
In light of this new paradigm, what tools are out there to help the practitioners do financial planning, where not only estate taxes and wealth transfer planning are considerations, but also income taxes?
