The Advisor's Guide to Business Succession Planning, 3rd Edition

A comprehensive guide that helps financial advisors initiate and plan for their clients' business succession. Legal, tax, insurance, and financial implications are discussed. Practical and analytical, this book focuses on the personal and emotional issues involved, potential obstacles, and solutions.

Topics covered:

New for this edition: Planning for the advisor's own practice – Including FREE Practice Analyst CD
Getting started
Family-owned businesses
Identification of appropriate buyers
Determination of clients' key motivators
Insurance
Small business gains exemption
Business valuation
Circumstances of sale, such as retirement, disability, or death

Errors were discovered in a chart in Chapter Two, Selling at Retirement of The Advisor's Guide to Business Succession Planning. Below is the corrected chart for Vendor Financing on page 15. We apologize for any inconvenience that this error may have caused.

Correction to Vendor Financing Cash Flow Chart, Chapter Two – Page 15

Year	Interest Income	Capital Gains	SBGE Available	Total Taxable	Tax at 40%
1	60,000	200,000	100,000	110,000	44,000
2	55,448	200,000	100,000	105,448	42,179
3	50,623	200,000	100,000	100,623	40,249
4	45,508	200,000	This book from Elder Planning expert Jacqueline Figas examines the aging client, beginning with relevant societal issues, physical changes and cognitive changes through to their eventual needs as consumers of health and social services. Jacqueline explains how many things have changed that render the past as an unlikely predictor of future client needs and offers a holistic approach to financial planning for the older client that incorporates long-term care considerations. This critical resource includes: Understanding the aging client How their needs will change over time How housing options impact the planning process Evaluating LTC insurance How to select the right policy for your client Plan design considerations The essentials of underwriting this unique risk Numerous checklists, charts and resources Jacqueline has over 30 years of industry experience, with most of her background specializing in the area of health benefits. She is a noted speaker and author on seniors’ issues and benefits planning for an aging clientele. In addition to running her personal insurance practice, Health Assured Financial Group, Jacqueline serves as Chairman of the Board of Directors of the Oakville Senior Citizens Residence, a supportive housing initiative owned by the Ontario Housing Corporation. She is a Chartered Life Underwriter, a Registered Health Underwriter, and an Elder Planning Counselor, and is on the faculty of Seneca College where she educates on a range of aging issues including both health and social aspects related to aging. She is the author of the Long Term Care Insurance training module produced by ADVOCIS under their Registered Health Underwriter (RHU) Designation Program. Her published works through CCH Canadian Limited include “The Aging Client and Long-Term Care Issues” and “Disability Insurance and Other Living Benefits”. Click here If you would like more details about this product, or would like to order a copy online, please click here. Financial Advisor's Pocket Reference - English 2009-2010 Wed, 23 Sep 2009 13:25:27 GMT The popular Financial Advisor's Pocket Reference booklet is intended as a portable reference source with targeted information most used by financial professionals. Topics Include: Investing Saving Money Taxation Employment Life and Health Insurance Old Age Security Maximum Monthly Benefits Average housing costs Government web sites Only $12.95 per copy and attractive discounts for larger orders, including English and French combined orders. Click here to request more information on bulk orders. Related Products Financial Advisor's Pocket Reference – French 2009-2010 If you would like more details about this product, or would like to order a copy online, please click here. Financial Advisor's Pocket Reference - English 2011-2012 Mon, 20 Sep 2010 13:37:37 GMT This handy and popular booklet provides financial advisors with the information needed on the tax and financial components of many life situations. Includes details and information on: Retirement Planning Personal Tax Estate Planning Pensions and Benefits Budget Highlights Insurance Consumer Index Government Programs Only $14.90 per copy and attractive discounts for larger orders, including English and French combined orders. Click here to request more information on bulk orders. Related Products Financial Advisor's Pocket Reference – French 2011-2012 If you would like more details about this product, or would like to order a copy online, please click here. Financial Advisor's Pocket Reference - French 2009-2010 Wed, 23 Sep 2009 13:25:27 GMT The French version of our popular Financial Advisor's Pocket Reference booklet is intended as a portable reference source with targeted information most used by financial professionals. Topics Include: Investing Saving Money Taxation Employment Life and Health Insurance Old Age Security Maximum Monthly Benefits Average housing costs Government web sites Only $12.95 per copy and attractive discounts for larger orders, including English and French combined orders. Click here to request more information on bulk orders. Related Products Financial Advisor's Pocket Reference – English 2009-2010 If you would like more details about this product, or would like to order a copy online, please click here. Livret de référence des services financiers 2011-2012 Mon, 20 Sep 2010 13:43:21 GMT Parfait pour les rencontres de clients! 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By offering complete personal financial services, you'll serve their needs better, while enhancing your business practice. The modular curriculum of our accredited CFP Education Program enables you to focus on topics that are least familiar or where you may require an update. This saves you time. Accountants with three years of related industry experience may qualify to challenge FPSC’s CFP Examination. If so, you can use this educational product to fully prepare to earn your CFP designation. You can also use it simply to add to and update your financial planning knowledge for everyday use. Content: There are a total of 19 modules provided in the CCH/Advocis CFP qualifying program. Ten modules are strongly recommended for accountants. They include areas of personal financial services that you may not have studied recently, or at all, or encountered in prior work experience. These topics were selected by accounting experts and survey respondents. They stated that having this knowledge would help them add significant value for their clients. There are also nine optional modules which present the remaining topics covered in the FPSC CFP Examination Blueprint. Self-study and Online Self-Testing: In addition to receiving four bound volumes of printed educational content, you obtain online access to the testing portion of the qualifying program. With two opportunities to test yourself over a period of one year, you’ll know what to review further and when you are ready to sit for the CFP Examination. Significant savings: Four complete texts and one year of self-testing for $795. If you qualify to challenge the CFP Examination, you can obtain this learning at half of the price of the full registration fees of the complete qualifying program.. If you would like more details about this product, or would like to order a copy online, please click here. 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The Advisor's Guide To Business Succession Planning, 4th Edition Tue, 14 Sep 2010 16:10:03 GMT Introducing the 4th edition of The Advisor’s Guide To Business Succession Planning, a truly comprehensive guide that features all the information you need to give your clients the advice they need. Co-authored by Malcolm Scarratt and James Kraft, two leading business succession and estate planning specialists, this popular guide focuses on all the important topics – from legal, tax, insurance and financial implications to personal and emotional issues that may be involved throughout the planning process. In The Advisor’s Guide To Succession Planning, you will learn all about: Getting started Insurance Family owned-businesses Succession planning for the advisor Small business gains and exemptions Identification of appropriate buyers Business valuation Determination of clients’ key motivators Circumstances of sale, such as retirement, disability or death. 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The modular curriculum of our accredited CFP™ Education Program enables you to focus on topics that are least familiar or where you may require an update. This saves you time. Accountants with three years of related industry experience may qualify to challenge FPSC’s CFP™ Examination. If so, you can use this educational product to fully prepare to earn your CFP(TM) designation. You can also use it simply to add to and update your financial planning knowledge for everyday use. Content: There are a total of 19 modules provided in the CCH/Advocis CFP(TM) qualifying program. Ten modules are strongly recommended for accountants. They include areas of personal financial services that you may not have studied recently, or at all, or encountered in prior work experience. These topics were selected by accounting experts and survey respondents. They stated that having this knowledge would help them add significant value for their clients. 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CCH.CA – Complete Financial Planning Product Listing - English

Disability Insurance and Other Living Benefits

The Advisor's Guide to Business Succession Planning, 3rd Edition

Financial Advisor's Pocket Reference - English 2009-2010

Financial Advisor's Pocket Reference - English 2011-2012

Financial Advisor's Pocket Reference - French 2009-2010

Livret de référence des services financiers 2011-2012

Financial Planning Education for Accountants Bundle

CCH/Advocis FPSC-approved Capstone Course, 1st Edition

The Advisor's Guide To Business Succession Planning, 4th Edition

Dave's Test (EN) (IGNORE)

FP Solutions

oneSource, The Financial Planner's Search Engine