Advising Entrepreneurs: Dynamic Strategies for Financial GrowthJohn Wiley & Sons, 2002 M03 25 - 336 páginas This valuable book helps financial advisors address the needs of their entrepreneurial clients. Most people opening their own businesses are experts in their fields. But when it comes to the vital intricacies of running a successful business, many entrepreneurs find themselves struggling to survive.With more and more people starting their own small businesses, a growing need has developed for expert guidance to help today's entrepreneurs face their new legal, tax, and financial challenges. Advising Entrepreneurs helps financial advisors address the special needs of their entrepreneurial clients. It provides a comprehensive approach to growing wealth, shielding business assets from liabilities, lowering taxes, and much more by promoting prudent risk-taking. Marc Lane (Chicago, IL) is a business and tax attorney. He is a Master Registered Financial Planner, Registered Financial Consultant, and Certified Investment Specialist. He has authored thirty books, is an Adjunct Professor of Business at the University of Illinois College of Business Administration's Institute for Entrepreneurial Studies, and an Adjunct Professor of Law at Northwestern University. |
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... Obligations Leases and Properties Federal Taxes State and Local Taxes Internet Domain Names, Patents, Trademarks, Trade Names, and Copyrights Permits, Licenses, and Franchises Liens, Judgments, and Deeds Employee Benefit Plans ...
... obligations as fiduciaries—to put the client' s interest above their own, to disclose any conflicts of interest that may compromise the client, to obtain the client' s consent to any such conflicts, and ultimately to protect the client ...
... obligation is the duty of full disclosure to their clients. Disclosure usually begins at the initial client interview, which is intended to ascertain whether or not the advisor and the prospective client are a good fit. In representing ...
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Contenido
Part Two Shaping the Ventures Financial Structure | 27 |
Part Three Protecting the Entrepreneur and His or Her Assets | 123 |
Part Four Compensation Planning for the Entrepreneur and His or Her Employees | 211 |
Part Five Managing Capital Events | 261 |
313 | |
Otras ediciones - Ver todas
Advising Entrepreneurs: Dynamic Strategies for Financial Growth Marc J. Lane Vista previa limitada - 2001 |
Advising Entrepreneurs: Dynamic Strategies for Financial Growth Marc J. Lane Vista previa limitada - 2002 |
Advising Entrepreneurs: Dynamic Strategies for Financial Growth Marc J. Lane Sin vista previa disponible - 2002 |