Business Planning: Business Continuation Needs
Business Continuation Planning
Fixing the Value for Estate Tax Purposes
Insured Section 303 Stock Redemption Plan
Requirements for a Section 303 Stock Redemption Plan
Three Ways to Fund a Stock Redemption Plan
Family Attribution Rules
Potential Results of a Forced Liquidation
Business Liquidation Insurance Considerations at Death
Business Liquidation Insurance Considerations at Disability
Private Annuity Sale
Installment Sale
Comparison of the Private Annuity and Installment Sale
Business Planning: Buy-Sell Planning
Insured Buy-Sell Plan for Sole Proprietorships
Assisting a Key Employee to Fund an Insured Buy-Sell Plan
Insured Cross Purchase Buy-Sell Plan for Partnerships
Insured Entity Purchase Buy-Sell Plan for Partnerships
Insured Buy-Sell Plans Comparison for Partnerships
Insured Cross Purchase Buy-Sell Plan for Corporations
Insured Stock Redemption Buy-Sell Plan for Corporations
Insured Buy-Sell Plans Comparison for Corporations
Four Ways to Fund a Buy-Sell Plan
Insured “Wait-and-See” Buy-Sell Plan
Disability Buy-Sell Plan for Sole Proprietorships
Cross Purchase Disability Buy-Sell Plan for Partnerships
Entity Purchase Disability Buy-Sell Plan for Partnerships
Cross Purchase Disability Buy-Sell Plan for Corporations
Stock Redemption Disability Buy-Sell Plan for Corps.
Four Ways to Fund a Disability Buy-Sell
Business Planning: Business Protection Planning
Business Protection Planning
Key Employee Indemnification Insurance
Key Employee Valuation
Business Loan Insurance Plan
Business Overhead Expense Protection
Business Planning: Executive Benefit Planning
Executive Benefit Planning
Split Dollar Insurance Plan Variations
Split Dollar Insurance Plan Ownership
Split Dollar Reportable Economic Benefit Worksheet
Uses of a Split Dollar Insurance Plan
The Split Dollar Insurance Plan Rollout
Group Carve-Out Plan Design Options
Insured Disability Salary Continuation Plan
Insured Disability Salary Continuation Plan Variations
Business Continuity and Selective Executive Benefits
Reverse Discrimination of Qualified Retirement Plans
