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Articles tagged with stockholder


A Tax Bonanza: S Corporations And Esops

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A TAX BONANZA: S CORPORATIONS AND ESOPs by Robert Nein The 1997 Tax Relief Act has made possible the best of all worlds for insurance agencies. One could not hope for a better opportunity. There ha...

Agreement For Purchase And Sale

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AGREEMENT FOR PURCHASE AND SALE by Gary Jacobson All Assets (Includes Trade Name Transfer) Comments This form involves a straightforward sale of all assets of a smaller incorporated agenc...

Agreement For Purchase And Sale

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AGREEMENT FOR PURCHASE AND SALE by Gary Jacobson All Assets (Includes Trade Name Transfer) Comments This form involves a straightforward sale of all assets ...

Purchase And Sale Agreement Part I

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PURCHASE AND SALE AGREEMENT PART I AGREEMENT made and entered into this ___________ day of ________________, 19__, by and among ABC INSURANCE AGENCY, INC...

Purchase And Sale Agreement Part Ii

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PURCHASE AND SALE AGREEMENT PART II 15. Conditions Precedent to the Buyer's Obligations. The obligations of the Buyer hereunder shall be subject to the fulfillment...

The Mixed-Perpetuation Sandwich: Inserting A Non-Family Layer

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THE MIXED-PERPETUATION SANDWICH: INSERTING A NON-FAMILY LAYER by Brian Burke Discussions about the perpetuation of family-owned agencies often assume that the offspring always bu...

To Boost Profits, Cut Agency Expenses: Part III

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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART III by Jack Fries and Gary Holgate This final installment in a three-part article provides guidelines for using expense controls to improve you...

Valuing Your Company Stock When Owned By An ESOP

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VALUING YOUR COMPANY STOCK WHEN OWNED BY AN ESOP by Irving Blackman Blackman-Kallick Copyright 1994, Irving L. Blackman C O N T E N T S CHAPTER: TITLE One: An Introduction Two: ...

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