Sentences with phrase «concentrated business holdings»

Resolving the divergent demands of beneficiaries to avoid litigation over trust ownership and management of concentrated business holdings.

Not exact matches

You may have amassed significant shares in your employer's company, sold a business in return for company shares, or hold a portfolio with concentrated stock positions.

And when a business with really good prospects came along every few years hold buy and hold them for years in higher concentrated positions due to their better long term prospects they had than just merely average businesses as they kept growing and growing.

But if you concentrate your holdings, you better be concentrated in high quality businesses at a fair cost.

On the other hand, if your business tends to concentrate its biggest purchases in just one or two areas (and maybe doesn't spend up to the $ 150k mentioned above), Chase's broader Ink line of small - business credit cards could hold an even better offer.

Their business interests, including the immensely successful Bankers Life and Casualty insurance company — as well as real estate holdings concentrated in Florida, New York City, and Chicago — consumed most of their time and energy.

Ms. Deluhery concentrates her practice on employment litigation, as well as closely held business disputes, defamation, civil rights litigation, and insurance benefits litigation.

Megan concentrates her practice in employment litigation, closely held business disputes, defamation, civil rights litigation, and insurance benefits litigation.

Davis Malm's closely held business attorneys concentrate on solving the unique problems that confront family and small businesses.

Peter A. Mahler's litigation practice concentrates on corporate dissolution proceedings, contested stock valuations, derivative actions and other disputes among co-owners of closely held business entities, including limited liability companies, partnerships and business corporations.

Sandy's practice also concentrates on real estate and business litigation, entertainment law, and the representation of closely held businesses, for which he serves as general counsel and advisor.

• Successfully managed risk from a concentrated stock portfolio and assisted clients with ESOP as a way of monetizing all or a portion of a closely held business.

• Managed risk from a concentrated stock portfolio and assisted clients with ESOP as a way of monetizing all or a portion of a closely held business.

He holds a bachelor «s degree in economics and government from Franklin and Marshall College and a master «s in city planning from the University of Pennsylvania, where he concentrated in real estate finance at the Wharton Business School.

get the experience clock started before going full time or getting your broker's license • Create a referral side - business for more income • Switching careers or concentrating on a new business • Realtor fees too expensive • Create savings for holidays and vacations • Get paid for referrals anywhere even if you have moved to another state • Increase retirement income • Finally start or increase saving for retirement • Increase your yearly income • Switch from full - time sales • Stay up to date in the industry • Put your Realtor sales career on temporary hold • Save for a new car or auto expenses • Start saving for your kids college fund • Make additional money to pay taxes • Pay off debt • Make an additional mortgage payment (s) per year • Take your many yearly «business» tax deductions by having an active professional license & business (especially helpful during the holidays)