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The Five Foundations of Business Succession

Matthew Burgess

0/5 ( ratings)

The Five Foundations of Business Succession is a comprehensive reference
source for any adviser wanting to deliver client focused solutions in the
area.

A unique and generous use of diagrams combined with practical tips and
example clauses help to ensure the book is user friendly. The book also has
comprehensive references to legislation and related materials to address all
fundamental aspects of the business succession process.

Specific topics addressed include:

1. all relevant tax issues that arise;
2. ‘front end’ business succession arrangements using insurance;
3. structuring of policy ownership;
4. structuring of contractual arrangements; and
5. regulating uninsurable exit events.

Format: ebook

Release: September 22, 2014

ISBN 13: 9781925181265

The Five Foundations of Business Succession

Matthew Burgess

0/5 ( ratings)

The Five Foundations of Business Succession is a comprehensive reference
source for any adviser wanting to deliver client focused solutions in the
area.

A unique and generous use of diagrams combined with practical tips and
example clauses help to ensure the book is user friendly. The book also has
comprehensive references to legislation and related materials to address all
fundamental aspects of the business succession process.

Specific topics addressed include:

1. all relevant tax issues that arise;
2. ‘front end’ business succession arrangements using insurance;
3. structuring of policy ownership;
4. structuring of contractual arrangements; and
5. regulating uninsurable exit events.

Format: ebook

Release: September 22, 2014

ISBN 13: 9781925181265

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Collection of Inside Stories

The Red Tin Box

A Practical Guide To Estate Planning

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