Tax and Wealth Strategies for Family Businesses is a "one-stop" reference for professional advisors of closely-held business owners--CPAs, attorneys, and sophisticated financial planners. It covers a range of tax and financial planning areas affecting entrepreneurs, their businesses, and their families. It is structured so that novice as well as the sophisticated practitioner will find useful advice and practical tools to guide their clients throughout the life cycle of a family business.

This publication is divided into three main sections: the Start-Up Phase; the Operating Phase; and the Exit Phase. Each topic within these sections is covered in an easy-to-understand manner. Among the topics covered are: cash flow, risk management, tax strategies, structuring, investments, retirement planning, college funding, estate planning, and more. This "strategies" book includes practical worksheets and flow charts to help the advisor serve his or her clients.

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