Tax and Wealth Strategies for Family Businesses (2009)Topics and Contents |
| Phase 1: Start-Up Phase |
| Goals And Objectives |
| Structuring |
| Cash Flow |
| Tax Strategies |
| Risk Management |
| Investments |
| College Funding |
| Retirement Planning |
| Estate Planning |
| Phase 2: Operating Phase |
| Goals And Objectives |
| Structuring |
| Cash Flow |
| Tax Strategies |
| Risk Management |
| Investments |
| College Funding |
| Retirement Planning |
| Estate Planning |
| Phase 3: Exit Phase |
| Goals And Objectives |
| Structuring |
| Cash Flow |
| Tax Strategies |
| Risk Management |
| Investments |
| College Funding |
| Retirement Planning |
| Estate Planning |
| Appendix |