To Help You Plan for Distribution of Your Estate, Retirement, Business Continuity, and Sale of BusinessAll products are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
#02: How to Determine the Value of a Business
Includes a Case Study to apply to your own business or one you want to acquire, with how to compute the final, weighted value of an actual company.
#03: Buy-Sell Agreements and Succession Planning
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.
#05: 20 Ways to Build Your Retirement Fund
Includes ways to increase your retirement income, how to prepare a Retirement Cash Flow Model and make up deficits to meet your retirement needs, with tools to project how much you will have based on additional contributions, savings rate, and how long that money will last.
#23: How to Prepare Your Business for Sale
How to prepare your business for sale, including 9 ways to value the business, 4 ways to get paid, and 14 ways to increase its selling price. Includes a Case Study on how to adjust a company’s financial statements to increase its value and selling price.
#27: Your Family’s Role in Business Continuity and Succession Planning
Detailed answers to questions about transferring or selling a business, with the impact on estate planning, business continuation, ownership, retirement, insurance, tax implications, and much more.
#29: Your Will and Estate: Will It Do What You Want It to Do?
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.
#33: Your Retirement: A Roadmap for Your Retirement Planning
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.
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes
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.
#36: Your Ownership: What to Know About the Equity in Your Business
Detailed instructions to help you value the equity in a family business, with a Case Study of an actual business from start-up. Includes the concepts, initial capitalization, and value calculations. Also includes present value tables and discussion of present value analysis.
#41-A. Your Insurance: Are You Making Any of These 14 Big Mistakes?
Big-Dollar Life Insurance Mistakes to Avoid and Correct Immediately
#42-A. How to Prepare a Family Roadmap for Analysis and Distribution of Your Assets
To Help You Get Everything in Order, To Use Today and Save for Future Reference
#50-A. Five Ways to Distribute Your Assets: Did You Choose the Wrong Method?
This $1,000,000 Estate Distribution Will Answer the Question