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DavidWizard.com - Family Business Community

Family Business Community, featuring cases studies, expert tips & techniques from David B. Hawkes, and some of the brightest minds in family business.

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DavidWizard.com - Family Business Community | davidwizard.com Reviews
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Family Business Community, featuring cases studies, expert tips & techniques from David B. Hawkes, and some of the brightest minds in family business.
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3 business real estate
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7 meet the wizard
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DavidWizard.com - Family Business Community | davidwizard.com Reviews

https://davidwizard.com

Family Business Community, featuring cases studies, expert tips & techniques from David B. Hawkes, and some of the brightest minds in family business.

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1

Business Real Estate – DavidWizard.com

https://davidwizard.com/category/business-real-estate

Board of Directors Issues. The 2 Steps That Helped a Florida Dental Practice Onboard a New Partner. September 23, 2015. CASE NUMBER 19, THE MOLLAR FAMILY A METHOD TO BRING A PARTNER INTO THE OWNERSHIP OF A PROFESSIONAL PRACTICE IN WHICH THE FOUNDERS ALSO OWN THE PROFESSIONAL BUILDING Sue and Eric Mollar met at the University of Pennsylvania Graduate Dental…. Read More →. Business Relationships Part 3. October 16, 2014. Read More →. Business Relationships Part 2. October 16, 2014. Read More →. FAMILY BUSI...

2

Family Business Dispute Resolution – DavidWizard.com

https://davidwizard.com/family-business-dispute-resolution

Board of Directors Issues. Family Business Dispute Resolution. Family Business Dispute Resolution. June 2, 2015. Submitted by Patrick C. Coughlan, Esq. Patrick C. Coughlan, Esq. Has a long and successful history of assisting family businesses in resolving their litigation with family shareholders and employees. Has been mediating such disputes since 1989, Devon. Since 2006, and they settle over 90% of the matters that come to them for mediation. Devon G. Coughlan, Esq. Both are attorneys who also have ex...

3

What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup? – DavidWizard.com

https://davidwizard.com/captive-insurance-company-tax-break

Board of Directors Issues. What’s Sweeter: Saving $100,000…. What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup? August 4, 2015. Download this article as a Free PDF. CASE NUMBER 15, THE LAMBERT FAMILY:. USE OF A CAPTIVE. INSURANCE COMPANY FOR RISK MANAGEMENT AND ECONOMIC. Pierre Lambert, III is a third generation maple sugar farmer. Pierre’s family has been in the sugaring business for over 50 years. His grandfather, Pierre Sr., moved to St Albans, Vermont in 1962. It was hard work. Thousands of tr...

4

Trusts – DavidWizard.com

https://davidwizard.com/category/trusts

Board of Directors Issues. Family Business: Providing Tax-Free Succession. October 16, 2014. FAMILY BUSINESS: CASE NUMBER TWELVE: THE GILBERT FAMILY A Practical Method to Provide Tax-Free Succession to the Younger Generation Jacques and Blanche Gilbert had spent their entire lives raising their five sons in Sherbrooke, Quebec. The Gilbert Family were logging…. Read More →. Business Planning Tools: An Intentionally Defective Trust. August 31, 2014. Read More →. The Wizard Busts a Coin-Op Fraudster. Advanc...

5

Management – DavidWizard.com

https://davidwizard.com/category/management

Board of Directors Issues. Supporting a Non-Family Manager of a Family Business. September 24, 2014. FAMILY BUSINESS: OPPORTUNITIES AND PROBLEMS The Grove Family This case involves working with and providing an incentive to a non-family manager of a family business The call came to David Reed early (early was 6:30 A M) on Monday morning,…. Read More →. What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup? The Story of Arc3 Gases: A Merger of Two Family-Owned Businesses. DavidWizard.com is a joint...

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DavidWizard.com - Family Business Community

Board of Directors Issues. Family Business Community – Trials & Tribulations. The Invisible Batter – The Untold Story of the 2002 Purchase of the Boston Red Sox. January 7, 2015. 1971 One of my first professional assignments was to assist my boss in helping a…. Read more →. Real Estate Tax: When Filling Up A Hole Is Tax Deductible. August 10, 2015. CASE NUMBER 16, THE WALKER FAMILY: USE OF A LITTLE KNOWN TAX CASE TO HELP A…. Read more →. What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup? Read more...

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