Advising business owners on maximising the availability of entrepreneurs» relief for capital gains tax and business property relief for inheritance tax; dovetailing the personal and
business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.
Not exact matches
An exit strategy is a person's
planned exit from a
business,
including succession planning.
Mark works extensively with clients who have expanded internationally and has assisted on projects that
include succession planning in multigenerational
business operations.
The Board benefits from the valuable corporate governance and board leadership experience and expertise that Mr. Hernandez has acquired,
including as chairman of Nordstrom, particularly in areas such as
business strategy, risk assessment and
succession planning.
Credit specialist George Shaw offers his suggestions for improving the relationship between lenders and borrowers,
including an increased focus on customer concentration, higher - quality working capital, and for older
business owners, the creation of a
succession plan.
Estate
planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts,
business succession, and special needs.
Mark's primary areas of expertise
include: assisting clients with substantial private
businesses manage the growth from a financial and strategic perspective advising high net worth clients on
succession and estate
planning issues helping clients achieve the optimal value for their
business upon disposal on an after tax basis analysis of
business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.
Topics
include insurance, investments, taxation,
business succession, pension, employee and retirement benefits, retirement funding, and other
planning solutions.
Among the services DP&F can provide are assistance with sales and purchases of wineries and vineyards, debt / equity financing, grape sale / purchase agreements, alcohol beverage regulation, land use
planning, environmental regulation, establishment of wine appellations, broker and distribution agreements and terminations, license transfers, labeling matters, litigation involving wine contamination (
including cork taint), and
business succession planning.
Your additional
business planning needs
include:
business insurance and a
business succession plan.
If family
business succession planning is involved, the terms of the transition should be spelled out in the estate documents
including any revocable or irrevocable trusts.
His practice touches on nearly all areas of estate
planning,
including advanced estate tax
planning,
business succession and estate administration.
His transactional practice
includes mergers, acquisitions and dispositions of
businesses, debt and equity financings, angel investments, private equity sponsored transactions, management buyouts,
succession planning arrangements and corporate reorganizations.
Tax Strategy and Benefits We focus on
succession planning for
business owners, estate
planning, charitable giving, and estate and trust administration,
including designing personal estate
plans and
business succession plans for
business owners, and designing trusts and administering estates for US and non-US families.
He represents individuals and
businesses in a variety of areas,
including business and real estate transactions,
business succession planning, regulatory matters and commercial litigation.
Taking the time to understand you, your
business and your aims, Claire will provide straightforward advice on areas
including business structure and start - up, financing for
businesses, commercial trading arrangements and contracts, and preparing for sale or
succession planning through to disposal.
The firm has a strong focus on representing charities and not - for - profits as well as ongoing tax
planning and litigation, as well as estates and trusts work,
including succession planning, for individuals and family owned
businesses.
This Legal Week Intelligence report, in association with RBC, offers an overview of the Lake Como event, covering subjects
including the drive for financial transparency, the realities of family bereavement,
succession planning considerations for family
businesses, and the developing role of private client advisers.
Christopher B. Johnson concentrates his practice on the areas of non-profit organizations, estate
planning and probate,
including trusts and wills, trust administration, probate litigation,
business succession and elder law.
Client management — management of client relations
including complaints, avoiding conflicts of interest and communications with clients to ensure effective, timely and courteous delivery of services,
business continuity and
succession planning;
Private Client lawyers engage in sophisticated personal estate and tax
planning, probate and trust administration,
business succession planning and related legal services for family and individual clients,
including:
Jacqueline Messler's practice
includes estate
planning,
business succession planning, marital property agreements, guardianships, probate, and trust administration.
Ms. Keane's experience with closely - held
businesses includes limited liability company and S corporation agreement negotiation and drafting,
succession planning, federal income and estate tax matters, ISO and nonqualified stock option
plan analysis and drafting, and Section 409A deferred compensation analysis.
Our tax attorneys regularly advise clients on tax matters affecting
business entities,
including formation and capitalization, operations, governance,
succession planning, recapitalizations and restructurings, debt financing, and liquidations and dissolutions.
Tom specialises in advising
business owners and their families on a wide range of complex
succession issues
including Will drafting and Estate
planning, the formation of Trusts, administration of Estates and Powers of Attorney.
Since its inception, Pollock Begg has dedicated its practice to family law,
including divorce, custody, support, property division, protection from abuse, adoption, juvenile matters, estate
planning, and
business succession.
Our experience encompasses the full range of issues,
including tax
planning and controversies, corporate and
business law, mergers and acquisitions, estate
planning, trusts and estates administration,
business succession planning, charitable giving and fiduciary litigation.
We can handle all facets of your
business's legal needs,
including business transactions, real estate transactions and contracts, and estate
planning and
business succession.
Succession Planning for
businesses including corporate reorganizations, shareholder agreements, use of life insurance, variable share structures, and tax advantageous dispositions;
Our programs for
business owners minimize tax, mitigate risks,
include innovative
succession plans and ultimately help you keep more of your hard - earned money.
But Nixon Peabody's initiative also focuses on retention and leadership development by
including business opportunities,
succession planning and community involvement in the initiative.
His advice covers such matters as management
succession, partner appraisal and remuneration, peer reviews, firm strategy and its implementation
including business planning and the positioning of law firms in their market.
Corporate / commercial / employment law: Experience
includes advising
business owners on mergers and acquisitions, corporate finance and banking security, shareholder agreements and disputes, tax reorganizations, estate freezes, family trusts, wills and estate
planning,
succession planning and implementation, contractual matters and disputes.
Frasca focuses his practice on sophisticated estate and
business succession planning for high net - worth individuals and families, with an emphasis on tax - efficient
planning and philanthropic giving, and on assisting tax - exempt organizations,
including with respect to nonprofit formation, governance, and various tax - related issues.
The program covers the topics that are integral to effective leadership
including law firm economics, culture change, strategic
planning,
succession,
business practices, rainmaking, and navigating the internal politics inherent to the managing partner role.
Representative
Business Succession Planning Experience: Our attorneys have created succession plans for a wide range of business sectors in
Business Succession Planning Experience: Our attorneys have created succession plans for a wide range of business sectors
Succession Planning Experience: Our attorneys have created
succession plans for a wide range of business sectors
succession plans for a wide range of
business sectors in
business sectors
including:
Our primary areas of expertise
include term life insurance, universal life and equity indexed universal life, disability income insurance, in - force policy review, insuring tough health issues,
business insurance
including business succession and key man life and disability insurance, as well as estate
planning.
Representing over 80 of the nation's highest rated and most respected life and disability insurance companies, MEG's primary areas of expertise
include term life insurance, universal life, disability income insurance, in - force policy review, insuring tough health issues,
business insurance
including business succession and key man life and disability insurance, as well as estate
planning.
Business succession planning addresses all potential contingencies that may affect a business or business owner including retir
Business succession planning addresses all potential contingencies that may affect a
business or business owner including retir
business or
business owner including retir
business owner
including retirement,..
Generally, this
includes advice on the use of trusts and other estate
planning vehicles,
business succession or stock option
planning.
Primary areas of expertise
include term life insurance, universal life insurance, in - force policy review, insuring tough health risk,
business life insurance
including key man insurance,
business succession planning, disability income insurance and estate
planning.
MEG's primary areas of expertise
include life insurance, life insurance settlements, insuring tough health issues,
business insurance
including business succession and key man life and disability insurance, as well as estate
planning.
Some ideal uses for lifetime term
include estate tax
planning and
business succession planning.
Representing over 80 of the most respected life and disability insurance companies, our primary areas of expertise
include term life insurance, universal life and equity indexed universal life, disability income insurance, in - force policy review, key man life,
business succession planning, insuring tough health issues and estate
planning.
Without an effective estate
plan,
including a
business succession plan, the
business may have to close or be liquidated to pay estate taxes.
If your career ambitions
include reaching senior management, VP, or C - suite levels then at some point you will need to change to a full - time position to get the necessary experience Our results show that 29 percent of employers have a formal
succession plan for their IT staff, showing that many employers are looking for candidates that not only can deliver on the initial project, but support the
business» long - term growth
plans.
WEST PALM BEACH, Fla. — October 16, 2017 — Executive talent solutions firm JBK Associates International (JBK) has hired Timothy Hayes as Managing Director, Consumer and Leadership Services, to oversee its growing executive search
business in the consumer sector and to head Leadership Consulting Services in areas
including but not limited to executive coaching, talent evaluation and
succession planning, employee motivation and retention, and leadership development.
Employing a single platform, TEDS strategically aligns
business objectives with all facets of the talent lifecycle
including management of staff recruiting, on - boarding, learning, performance, compliance, competencies, workforce
planning, compensation, and
succession.
Develop compelling and innovative customized wealth management products and services that
include Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial
Planning, Insurance Services,
Business Succession Planning, Titling of Assets and other available banking services based on clients» unique personal / business goals and obj
Business Succession Planning, Titling of Assets and other available banking services based on clients» unique personal /
business goals and obj
business goals and objectives.
Tags for this Online Resume: Human Resources Manager, Human Resources Director, Senior Human Resources Manager, Strategic Human Resources Management, Research, Competency models, People review, HR Communications, Employee Engagement and Employment Brand Management, Managing a Results Driven Team, Strategic
Business Planning and Reporting, Group Facilitation and Conflict Resolution, Culture Change and Managing Diversity, Organisation Restructuring, Recruitment and Retention, Compensation and Benefits, Managing Skill Shortages, Industrial Relations, Safety and the Environment, Executive Coaching and Mentoring, Corporate Services Management, Project Management, Distance management, Remote location, Senior Business Partner, Private sector, Public sector, Education sector, Professional Services, Health sector, Housing sector, Risk and assurance, Information Technology, IT, Hospitality sector, Legal sector, Accounting sector, Strategic Agility, Influencing and Negotiating, Developing Recruitment Strategies and Corporate Training Programmes, Diversity Management, including Indigenous Human Resources Development, Human Resources Development, People Management, Improving business performance through Organisation Development, Technical Knowledge, Problem Solving and Decision Making, Navigate Hurdles and Sensitive Issues, Client Responsiveness, Communication, Consulting and Monitoring, Team Development, Leadership and Achievement, Integrity, Honesty and Trust, Professionalism and Self Management, Relationship Building and Working with Others, Relationship Management, Continuous Improvement, International Industry Expert, Policy Development, Appreciative Inquiry, Coaching, Mentoring, Technical Training, Employment Brand Manager, Executive, Legislation, Employee relations, Unions, Fellow, Certified, Outstanding employee, Succession Planning, Career Development, Analysis and targeted development of talent and high potential programmes, Performance Management, Collective Bargaining and Disputes Resolution, Health and Safety, Employee Wellness, Employee Assistance Programmes, Pyschographic Profiling, Not - for - profit sector, Building sector, Emergency Management, Business Continuity, Risk Management, Compliance, Governance, Pandemic Planning and Risk Mitigation, People Capability, Media sector, Advising, Leadership and management dev
Business Planning and Reporting, Group Facilitation and Conflict Resolution, Culture Change and Managing Diversity, Organisation Restructuring, Recruitment and Retention, Compensation and Benefits, Managing Skill Shortages, Industrial Relations, Safety and the Environment, Executive Coaching and Mentoring, Corporate Services Management, Project Management, Distance management, Remote location, Senior
Business Partner, Private sector, Public sector, Education sector, Professional Services, Health sector, Housing sector, Risk and assurance, Information Technology, IT, Hospitality sector, Legal sector, Accounting sector, Strategic Agility, Influencing and Negotiating, Developing Recruitment Strategies and Corporate Training Programmes, Diversity Management, including Indigenous Human Resources Development, Human Resources Development, People Management, Improving business performance through Organisation Development, Technical Knowledge, Problem Solving and Decision Making, Navigate Hurdles and Sensitive Issues, Client Responsiveness, Communication, Consulting and Monitoring, Team Development, Leadership and Achievement, Integrity, Honesty and Trust, Professionalism and Self Management, Relationship Building and Working with Others, Relationship Management, Continuous Improvement, International Industry Expert, Policy Development, Appreciative Inquiry, Coaching, Mentoring, Technical Training, Employment Brand Manager, Executive, Legislation, Employee relations, Unions, Fellow, Certified, Outstanding employee, Succession Planning, Career Development, Analysis and targeted development of talent and high potential programmes, Performance Management, Collective Bargaining and Disputes Resolution, Health and Safety, Employee Wellness, Employee Assistance Programmes, Pyschographic Profiling, Not - for - profit sector, Building sector, Emergency Management, Business Continuity, Risk Management, Compliance, Governance, Pandemic Planning and Risk Mitigation, People Capability, Media sector, Advising, Leadership and management dev
Business Partner, Private sector, Public sector, Education sector, Professional Services, Health sector, Housing sector, Risk and assurance, Information Technology, IT, Hospitality sector, Legal sector, Accounting sector, Strategic Agility, Influencing and Negotiating, Developing Recruitment Strategies and Corporate Training Programmes, Diversity Management,
including Indigenous Human Resources Development, Human Resources Development, People Management, Improving
business performance through Organisation Development, Technical Knowledge, Problem Solving and Decision Making, Navigate Hurdles and Sensitive Issues, Client Responsiveness, Communication, Consulting and Monitoring, Team Development, Leadership and Achievement, Integrity, Honesty and Trust, Professionalism and Self Management, Relationship Building and Working with Others, Relationship Management, Continuous Improvement, International Industry Expert, Policy Development, Appreciative Inquiry, Coaching, Mentoring, Technical Training, Employment Brand Manager, Executive, Legislation, Employee relations, Unions, Fellow, Certified, Outstanding employee, Succession Planning, Career Development, Analysis and targeted development of talent and high potential programmes, Performance Management, Collective Bargaining and Disputes Resolution, Health and Safety, Employee Wellness, Employee Assistance Programmes, Pyschographic Profiling, Not - for - profit sector, Building sector, Emergency Management, Business Continuity, Risk Management, Compliance, Governance, Pandemic Planning and Risk Mitigation, People Capability, Media sector, Advising, Leadership and management dev
business performance through Organisation Development, Technical Knowledge, Problem Solving and Decision Making, Navigate Hurdles and Sensitive Issues, Client Responsiveness, Communication, Consulting and Monitoring, Team Development, Leadership and Achievement, Integrity, Honesty and Trust, Professionalism and Self Management, Relationship Building and Working with Others, Relationship Management, Continuous Improvement, International Industry Expert, Policy Development, Appreciative Inquiry, Coaching, Mentoring, Technical Training, Employment Brand Manager, Executive, Legislation, Employee relations, Unions, Fellow, Certified, Outstanding employee,
Succession Planning, Career Development, Analysis and targeted development of talent and high potential programmes, Performance Management, Collective Bargaining and Disputes Resolution, Health and Safety, Employee Wellness, Employee Assistance Programmes, Pyschographic Profiling, Not - for - profit sector, Building sector, Emergency Management,
Business Continuity, Risk Management, Compliance, Governance, Pandemic Planning and Risk Mitigation, People Capability, Media sector, Advising, Leadership and management dev
Business Continuity, Risk Management, Compliance, Governance, Pandemic
Planning and Risk Mitigation, People Capability, Media sector, Advising, Leadership and management development