All products are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
#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.
#07: Criteria for Setting Your Compensation
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.
#13: Renting and Leasing Properties: For Both Tenants and Landlords
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.
#22: Money To and From Your Company: For Owners, Executives, and Family
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.
#23-A. Why You Should Personally Own Your Company’s Facilities
A Wealth-Building Strategy for You and Your Family to Own Assets Outside the Business
#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.
#30: Your Insurance: Getting the Most from Your Life Insurance Dollars and Protecting What You Have
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.
#31: Your Home: Mortgages, Refinancings, Ownership, Sale, Insurance, and Taxation
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.
#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.
#35-A. Annual Review: Company Minutes, Compensation, and Family Dealings
To Help You Stay Out of Trouble with Other Company Owners, Creditors, the IRS, and To Comply with State Laws
#39: How to Maximize Retirement Income and Minimize Taxes
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.