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- Estate Planning for the Family Business: The Non-Linear Approach
- Before suggesting an integrated way to analyze family businesses, the term "family businesses" needs to be defined. This paper discusses that family businesses can be defined at the simplest level, as a pool of capital that happens to be influenced/controlled, owned, and/or managed by: one or more members of a...
- White papers 2001-11-10
- 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...
- White papers 2003-01-01
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