Information on buy-sell methods, how to value and protect ownership, and how to finance the buyout for owners, executives, and family members of closely held businesses.

Guidelines for setting compensation to help you determine, increase, and justify your annual salary, and that of your executives, spouse and other family members. Includes 12 compensation criteria, cautions, loans, and other issues.

How to increase your deductions and protect them from IRS attack, with more than 30 tax facts and alerts to substantiate claims, avoid lost deductions, and stay out of trouble with the IRS.

An in-depth, 135-page Reference Manual for use by owners and advisers: Why, when, and how to sell a business. Includes 5 Case Studies, 127 valuation and financial concepts and terms, and a checklist of 106 questions to ask and get answers to when selling or buying a business.

What to know, how to uncover the risks of a lease, negotiating ideas, big-dollar questions to ask, provisions to guard against, providing for future needs, purchase option, and a glossary of rental terms.

A detailed review of benefit options, retirement plans, tax deductions, and ways to set aside more money for retirement.

How to avoid the severe tax implications of loans from your company that the IRS views as taxable compensation or a dividend. Applies to owners, partners, board members, employees, family members, and affiliated businesses.

A Wealth-Building Strategy for You and Your Family to Own Assets Outside the Business

What to know and how to design a will that saves your heirs taxes and distributes assets according to your intentions. Includes codicils, family transactions, IRS alerts and cautions, distribution options, trusts, estate planning, and a Family Information Roadmap.

A comprehensive checklist to audit all of your personal and business insurance coverage, including an inventory of policies/coverage, identifying gaps, selecting settlement options, and 17 ways to reduce and effectively use premium outlays.

The rules, restrictions, and options on the increasingly complex management task of home ownership. Includes analysis of mortgage financings, home equity loans, second and vacation homes, property insurance, and business use of a home.

A comprehensive guide with 44 action alerts and facts to use today, minimize capital gain taxes, maximize tax savings from investment losses, increase investment income, and reduce portfolio risk.

How to design a retirement plan that considers all legal and tax options, with planning options, retirement income model, contribution options and limits, use of IRAs/Roth IRA, and compliance and recordkeeping. Includes 27 facts and alerts to use today.

To help you establish the value of a family business for your family, heirs, successors, or the IRS. Includes a Case Study, review of goodwill, use of discounts, and 8 valuation methods with a final weighted value.

To Help You Stay Out of Trouble with Other Company Owners, Creditors, the IRS, and To Comply with State Laws

How to increase your after-tax retirement income, with a review of your retirement money, income, withdrawal options, taxation, Roth IRA, and strategies to increase your after-tax income after retirement.