Guide to Financial and Estate Planning Vol. 2 - 11th Ed. - excerpt
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Guide to Financial and Estate Planning Vol. 2 - 11th Ed. - excerpt

4 months ago · 976.2 KB Download

This chapter excerpt from The Adviser’s Guide to Financial and Estate Planning will provide you with all you need to know to help business owner clients. Topics covered include:

  • Buy-sell agreements,

  • Corporate stock redemptions,

  • Electing S-Corporation status,

  • Keeping the business in the family,

  • Employee stock ownership plans,

  • Corporate-owned life insurance.

Your business-owner clients are looking for guidance on these complicated topics. As a trusted, CPA financial planner you need to be ready to help them.

Download the CPA's Guide to Financial and Estate Planning – Volume 2 excerpt

File name: fepg-volume-2-excerpt.pdf

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