Successful Estate Planning: What Works and What Doesn't

This paper provides the accountant with a "snapshot" overview of a necessarily more comprehensive approach to succession planning that should enhance but not guarantee the chances that a family in the wine business may successfully employ transition to the next generation. Paper reviews a few of the more important aspects of two of the four components, namely, who and how the business will be run, who and how the business will be owned. Minimum attention will be paid to the following components: liquidity issues and tax minimization strategies, as these topics are covered extensively in other CPA Foundation review courses.

Provided by: Ambrecht & Associates Topic: Software Date Added: Jan 2003 Format: HTML

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