Professional Advisors Article Bank
Click title of article to download.
Planning with Portability
- Thomas O. Katz
Transitioning the Family Business
All in the Family: Family Dynamics and Successful Business Succession Planning
- M. Michael Babikian
Business Transition Planning
- Harvard Capital
- Prepared by Jim Davis, Esq.
Estate Planning for The Closely Held Business
- James B. Davis, Esq.
Entrepreneur to Investor 2014
- BNY Mellon Wealth Management
Richard Fox: Charitable Gifts of Stock to Avoid Forced Gain Recognition When Shares Are Exchanged in Corporate Inversions
- Steve Leimberg's Charitable Planning Newsletter - Archive Message #217
- Tim Bachmeyer, Ph.D. and William A. Snyder, J.D., L.L.M.