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2 ways to prepare your company for CEO succession
April / May 2015
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 274
Abstract: All public companies should have a CEO succession plan. Those that are unprepared for a CEO’s departure — whether planned, such as a pending retirement, or unexpected, such as circumstances necessitating an immediate dismissal — often see performance decline and investor confidence plummet, along with the company’s stock prices. This short article provides two ways to ensure a successful succession plan.
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Estate Planning Red Flag – You make (or receive) “deathbed” gifts
May / June 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 274
Abstract: Making annual exclusion gifts is an effective way to reduce a person’s taxable estate. But if such gifts aren’t “completed” before the person’s death, they could be subject to estate taxes. This short article explains how a gift is “completed.”