This chapter excerpt from The Adviser’s Guide to Financial and Estate Planning will provide you with all you need to know to help business owner clients. Topics covered include:
Corporate stock redemptions,
Electing S-Corporation status,
Keeping the business in the family,
Employee stock ownership plans,
Corporate-owned life insurance.
Your business-owner clients are looking for guidance on these complicated topics. As a trusted, CPA financial planner you need to be ready to help them.