{"title":"THE MANY ROLES OF THE FAMILY BUSINESS ADVISER","authors":"Gary A. Zwick, J. J. Jurinski","doi":"10.4337/9781785367762.00007","DOIUrl":"https://doi.org/10.4337/9781785367762.00007","url":null,"abstract":"E. RECURRING PLANNING ISSUES 1.027 1. Addressing issues 1.028 2. Family conflicts 1.029 3. Power struggles, squeezeouts, and deadlocks 1.030 4. Protection of minority shareholders 1.031 5. Compensation techniques 1.032 6. Retirement planning 1.033 7. Succession issues 1.034 8. Estate planning 1.035 9. Intra-family transfers 1.036 10. Liquidity planning 1.037 11. Valuation 1.038 12. Life insurance planning 1.039 13. Financing 1.040 14. Income tax problems 1.041 15. Related-party rules 1.042","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"14 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2019-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"114671624","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"CREATIVE ESTATE PLANNING TECHNIQUES FOR BUSINESS OWNERS AND THEIR FAMILIES","authors":"Gary A. Zwick, J. J. Jurinski","doi":"10.4337/9781785367762.00014","DOIUrl":"https://doi.org/10.4337/9781785367762.00014","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"99 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2019-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"124695622","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"VALUATION TECHNIQUES AND STRATEGIES TO MINIMIZE TAXES ON FAMILY BUSINESSES","authors":"Gary A. Zwick, J. J. Jurinski","doi":"10.4337/9781785367762.00017","DOIUrl":"https://doi.org/10.4337/9781785367762.00017","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"1 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2019-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"129847452","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"NEGOTIATING THE TAX CODE’S RELATED-PARTY RULES","authors":"Gary A. Zwick, J. J. Jurinski","doi":"10.4337/9781785367762.00021","DOIUrl":"https://doi.org/10.4337/9781785367762.00021","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"140 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2019-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"131034589","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"CREATIVE LIFE INSURANCE PLANNING FOR FAMILY BUSINESSES","authors":"Gary A. Zwick, J. J. Jurinski","doi":"10.4337/9781785367762.00018","DOIUrl":"https://doi.org/10.4337/9781785367762.00018","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"6 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2019-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"134071237","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"SOLVING PROBLEMS IN SUCCESSION PLANNING FOR FAMILY BUSINESSES","authors":"Gary A. Zwick, J. J. Jurinski","doi":"10.4337/9781785367762.00013","DOIUrl":"https://doi.org/10.4337/9781785367762.00013","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"55 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2019-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"126038012","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"CREATIVE RETIREMENT PLANNING FOR FAMILY BUSINESS OWNERS AND THEIR FAMILIES","authors":"Gary A. Zwick, J. J. Jurinski","doi":"10.4337/9781785367762.00012","DOIUrl":"https://doi.org/10.4337/9781785367762.00012","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"59 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2019-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"125282110","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"COMPREHENSIVE CASE STUDY","authors":"G. Jakhotiya","doi":"10.1201/b14840-8","DOIUrl":"https://doi.org/10.1201/b14840-8","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"33 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2013-05-22","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"122618747","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"TABLE OF LEGISLATION","authors":"","doi":"10.4337/9781785367762.00006","DOIUrl":"https://doi.org/10.4337/9781785367762.00006","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"55 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"1900-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"131370140","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"SPECIAL PROBLEMS IN IMPLEMENTING INTRA-FAMILY TRANSFERS","authors":"","doi":"10.4337/9781785367762.00015","DOIUrl":"https://doi.org/10.4337/9781785367762.00015","url":null,"abstract":"","PeriodicalId":145754,"journal":{"name":"Tax and Financial Planning for the Closely Held Family Business","volume":"404 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"1900-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"132525213","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}