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Family Business Legacy Plan
- The Ultimate Guide to Creating a Legacy for Your Family Without Paying Too Much in Taxes
- Narrated by: Sarah Knapp
- Length: 2 hrs and 38 mins
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Publisher's summary
Why can’t I create a successful family business legacy plan?
Does ensuring that your family will be financially secure urgently worry you? Do you often dream of having peace of mind and seeing your family happy because you created a family business legacy plan, but have no idea where to start?
Learning how to create a plan can be tough if you’ve never done it before, but it doesn’t have to be. Creating a fair and equitable family business legacy plan is possible if you start with the right mindset and your desired goals and objectives.
Author and financial advisor Maria L. Ellis, MBA, has spent decades helping people achieve their financial goals so they are best prepared for their futures. In Family Business Legacy Plan: The Ultimate Guide to Creating a Legacy for Your Family Without Paying Too Much in Taxes, Maria will teach you:
- Why you do not need to have all your legacy issues figured out to create a plan
- A process that will enable you to identify and prioritize your assets prior to implementation and distribution
- How a well-designed family business legacy plan minimizes federal, state, and city taxes, enabling you to keep more money for your family
- The biggest mistakes successful business owners make and why professional advice can save you from losing money
Learn and begin the process of creating a family business legacy plan that suits your estate planning goals today.
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Story4.5 out of 5 stars 144
From building your reputation as a smart investor, to negotiating fair deals, adding value to your portfolio companies and helping them implement smart exit strategies, David provides both the fundamental strategies and the specific tools you need to take full advantage of this rapidly growing asset class.
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5 out of 5 stars
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Very enlightening
- By Keith L. on 04-06-15
By: David S. Rose
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The Founder's Dilemmas
- By: Noam Wasserman
- Narrated by: Mark Mosely
- Length: 13 hrs and 28 mins
- Unabridged
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Overall4.5 out of 5 stars 720
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Performance4.5 out of 5 stars 579
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Story4 out of 5 stars 571
Often downplayed in the excitement of starting up a new business venture is one of the most important decisions entrepreneurs will face: should they go it alone, or bring in cofounders, hires, and investors to help build the business? More than just financial rewards are at stake. Friendships and relationships can suffer. Bad decisions at the inception of a promising venture lay the foundations for its eventual ruin.
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2 out of 5 stars
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Too much talk on the data
- By Stanley Tan on 10-02-14
By: Noam Wasserman
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
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Overall4.5 out of 5 stars 500
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Performance4.5 out of 5 stars 419
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Story4.5 out of 5 stars 414
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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5 out of 5 stars
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Fantastic tips and practices
- By SS MacIntyre on 03-10-15
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