Featured Book: Master Your Investment in the Family Business

Master Your Investment in the Family Business by Larry Frostiak and Jennifer Bartman

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In Master Your Investment in the Family Business, you will learn what key decisions are required to separate the business lifecycle from that of the owner/manager, creating the opportunity to maximize your relationship with professional advisors as well as your investment in the business. This will increase the likelihood of a long and prosperous future for both the business and the family, and the heirs to both legacies. Specifically you will learn:

•     How to determine if your entrepreneurial spirit can enhance a business opportunity
•     Best practices for planning family business management over the longer term
•     How to properly utilize tax advantaged structures at the outset to maximize your investment in the family business
•     How to defer taxes as long as possible and at transition
•     How to structure share ownership to protect family members through various life cycles.
•     How to transfer money from your business to yourself tax efficiently, while using tax-efficient income splitting opportunities with the family
•     How to fund the owner's retirement income
•     How to realize on the equity invested in the business
•     How to reduce risk.