Program Outline
Forms of Business Organization
Sole proprietorships
Partnerships
Corporations (S, C and LLC)
Death of a Principal
Liquidation
Sale
Retention
Buy-Sell
agreements
Entity purchase
Cross purchase
Partial stock redemption
Disability of a Principal
Special needs of closely-held firms
Overhead Expense policies
Disability Buy-Out policies
Death of a Key Employee
Insurable interest
Identification of key employee
Determining
the face amount of the policy
Deferred compensation
ERISA/IRS requirements
Funding with insurance products
Split dollar arrangements
Basic concepts and purpose
Collateral assignment
Endorsement
Use in funding buy-sell agreements
Business
Valuation
Book
value
Intangible assets
Fair market value
Valuation formula
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