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Excerpt Vol 2. - The Adviser’s Guide to Financial & Estate Planning – 15th Ed

Dec 20, 2024 · 433.9 KB Download

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This chapter excerpt from The Adviser’s Guide to Financial and Estate Planning will provide you with all you need to know to help owners of closely held corporations. Topics covered include:

  • Corporate stock redemptions

  • Keeping the business in the family

  • Buy-sell agreements

  • Electing S-Corporation status

  • Employee stock ownership plans

  • Corporate-owned life insurance

Owners of closely held corporations are looking for guidance on these complicated topics. As a trusted CPA financial planner, you need to be ready to help them.

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Download the Adviser’s Guide to Financial and Estate Planning – Volume 2 excerpt

File name: fepg-volume-2-excerpt.pdf

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