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Tax and Financial Planning for the Closely Held Family Business

Gary A. Zwick and James J. Jurinski

Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.
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Chapter 8: CREATIVE ESTATE PLANNING TECHNIQUES FOR BUSINESS OWNERS AND THEIR FAMILIES

Gary A. Zwick and James J. Jurinski

Extract

This chapter explores the challenges encountered by owners of family businesses in transferring assets including interests in the family business to family members either during lifetime or on death. The chapter explains the rules involved in the taxation of the transfer of property interests and creative tax efficient ways to do so.

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