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Professional Advisors Article Bank 

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Estate Planning

 

Planning with Portability
- Thomas O. Katz


Transitioning the Family Business

 

All in the Family: Family Dynamics and Successful Business Succession Planning  
- M. Michael Babikian

Business Transition Planning 
- Harvard Capital 

- Prepared by Jim Davis, Esq.

Estate Planning for The Closely Held Business 
- James B. Davis, Esq.

Entrepreneur to Investor 2014
- BNY Mellon Wealth Management

Richard Fox: Charitable Gifts of Stock to Avoid Forced Gain Recognition When Shares Are Exchanged in Corporate Inversions
- Steve Leimberg's Charitable Planning Newsletter  - Archive Message #217

- Tim Bachmeyer, Ph.D. and William A. Snyder, J.D., L.L.M.
 
 
 
Broward County Community Foundation
 
 

May 30, 2014

May 30, 2014

May 21, 2014

May 3, 2013

February 1, 2013

September 5, 2012

August 21, 2012

 
Broward County Community Foundation
 
 
   
Broward County Inspiring Philanthropy over 25 years