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Professional Advisors Article Bank 

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Estate Planning


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.
Broward County Community Foundation

May 30, 2014

May 30, 2014

May 21, 2014

May 3, 2013

February 1, 2013

September 5, 2012

August 21, 2012

Broward County Community Foundation
Broward County Inspiring Philanthropy over 25 years