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This is the easiest way to learn the tax and non-tax implications
of buy-sell agreements.
This essential guide to business succession planning
contains over 300 pages of information on stock redemptions,
cross purchase plans, the WAIT AND SEE BUY-SELL, and more.
The appendix to this text contains sample cross purchase
and stock redemption agreements for both common law and
community property states.
TABLE OF CONTENTS
CHAPTER 1 WHY A BUY-SELL
CHAPTER 2 FUNDING THE BUYER’S OBLIGATION
CHAPTER 3 FUNDING FOR THE UNINSURABLE
STOCKHOLDER
CHAPTER 4 BASIC INCOME, ESTATE, AND GIFT
TAX RULES
CHAPTER 5 THE TAXATION OF STOCK REDEMPTIONS
CHAPTER 6 THE AMT TRAP
CHAPTER 7 THIRD PARTY OWNERSHIP OF LIFE
INSURANCE
CHAPTER 8 USE OF A TRUSTEE
CHAPTER 9 PROBLEMS CAUSED BY UNUSUAL BENEFICIARY
DESIGNATIONS
CHAPTER 10 ALLOCATION AND ECONOMIC IMPACT
OF PREMIUM PAYMENTS
CHAPTER 11 PRICE AND VALUATION
CHAPTER 12 TYPE OF INSURANCE TO BE USED
CHAPTER 13 USE OF EXISTING INSURANCE
CHAPTER 14 DISPOSITION OF POLICIES ON
LIVES OF SHAREHOLDERS
CHAPTER 15 OVERCOMING INADEQUATE FUNDING
CHAPTER 16 SALARY OR BONUS FUNDING
CHAPTER 17 GROUP TERM LIFE AS A FUNDING
VEHICLE
CHAPTER 18 USING A PENSION OR PROFIT-SHARING
PLAN
CHAPTER 19 USING AN ESOP
CHAPTER 20 USING SPLIT DOLLAR ARRANGEMENTS
CHAPTER 21 USE OF SALARY CONTINUATION
PLANS
CHAPTER 22 USE OF CHARITABLE TECHNIQUES
TO FUND PREMIUMS
CHAPTER 23 INTENTIONAL UNDERVALUATION
CHAPTER 24 S ELECTIONS
CHAPTER 25 CROSS PURCHASE v STOCK REDEMPTIONS
CHAPTER 26 SWITCHING FROM STOCK REDEMPTION
TO CROSS PURCHASE
CHAPTER 27 THE WAIT AND SEE SOLUTION
CHAPTER 28 BUY-SELL AGREEMENTS - AND DIVORCE
CHAPTER 29 SECTION 303 STOCK REDEMPTIONS
CHAPTER 30 DISABILITY AND BUY-SELLS
CHAPTER 31 THE "SYSTEMS" APPROACH
CHAPTER 32 DRAFTING CONSIDERATIONS
CHAPTER 33 CONCLUSIONS
Please call 610 924 0515 (to place a phone order)
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