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Who ARE Family Businesses and What
Guess Whos Coming to Dinner
Assembling the Advisory Team
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$1 million advisors age weighted allow annual assets benefits brothers business succession buy/sell agreement capital gains tax cash challenges charitable giving charitable redemption charitable remainder trust clients closely held business compensation corporation cost CPA's create cross purchase Danco death decisions discount dollars drop dead planning employees entrepreneur estate planning estate taxes example Family Business Institute family business owners family limited partnership family members FBO's FLP's gift taxes grantor growth heirs Ibid illustration income tax increase inflation inheritance insurance companies insurance policy insurance products investment investor Jones lifetime limited partners long-term mistakes modern buy/sell mutual funds non-employee children North Carolina operating opportunity payment percent performance portfolio premiums private annuity problems real estate retirement plan risk salary sell shareholder simply spouse stock redemption STOCKHOLDER strategies successful family business succession planning there's Unified Transfer Credit variable annuity Wayne Rivers wealth