Navigation
1:
Home
3:
These Taxing Times
5:
SeekingNorth
5.1:
Overview
5.2:
Why SeekingNorth?
5.3:
Family Identity & Values
5.4:
Family Communication Patterns
5.5:
Family Conflict Transformation
5.6:
Unique Needs of Blended Families
5.7:
Wealth Protection Strategies
5.8:
Family Philanthropy
5.9:
Contact Us
6:
Family and Estate Tax Planning
6.1:
Overview
6.2:
With or Without Repleal
6.3:
Important Considerations
6.4:
Living Trusts
6.5:
Irrevocable Life Insurance Trusts
6.6:
Grantor Retained Income Trusts
6.7:
Grantor Retained Annuity Trusts
6.8:
Grantor Retained Unitrusts
6.9:
Qualified Personal Residence Trusts
6.10:
Self Canceling Installment Notes
6.11:
Family Limited Partnerships
6.12:
Spousal Transfers
6.13:
Specific Gifts
6.14:
Charitable Gifts
6.15:
Effective Use of Private Foundations
6.16:
Tax Considerations in Divorce
6.17:
Unique Needs of Blended Families
6.18:
Transfer Planning for Special Needs Family Member
7:
Business Succession Planning
7.1:
Overview
7.2:
Explanation of the Process
7.3:
Important Considerations
8:
Charitable Gift Planning
8.1:
Overview
8.2:
Importance of Charitable Giving
8.3:
Charitable Remainder Trusts
8.4:
Outright Gifts
8.5:
Charitable Lead Trusts
8.6:
Pooled Income Funds
8.7:
Charitable Gift Annuities
8.8:
Gifts of Publicly Traded Stock
8.9:
Gifts of Closely Held Stock
8.10:
Gifts of Life Insurance
8.10:
Gifts of Retirement Plan Assets
8.12:
Donor Advised Funds
8.13:
Gifts of Tangible Personal Property
8.14:
Gifts of Remainder Interests
8.15:
Gifts of Undivided Interests
8.17:
Gifts of Partnership Interests
8.17:
Bargain Sales
8.18:
Charitable Bequests
9:
Tax Issues of Non-Profit Organizations
9.1:
Overview
9.2:
Obtaining Exemption
9.3:
Maintaining Exemption
9.4:
Appropriate Use of Supporting Organizations
9.5:
Simulated IRS Audits
9.6:
Representation Before the IRS
9.7:
Unrelated Business Income
9.8:
Reporting and Disclosure
9.9:
Conflict of Interest Statements
9.10:
Charitable Gift Acceptance Policies
9.11:
Donor Advised Funds
9.12:
Unique Issues of Private Foundations
9.13:
Effective Governance
9.14:
Related Entities and Joint Ventures
10:
Mediation and Collaborative Law
10.1:
Overview
10.2:
Philosophy of Mediation and Collaborative Law
10.3:
The Mediation Process
10.4:
The Collaborative Law Process
10.5:
What Issues Can Be Addressed?
10.6:
Advantages to These Alternatives
11:
Transaction Planning
11.1:
Overview
11.2:
Choice of Business Entity
11.3:
Business Sale
11.4:
Business Purchase
11.5:
Business Reorganizations
12:
Financial Planning
12.1:
Overview
12.2:
Financial Planning Defined
12.3:
Contact Me
14:
Speaking Engagements, Seminars, Publications
14.1:
Speaking Engagements
14.2:
Seminars
14.3:
Publications
16:
Executive Profile
17:
Complete Vita
19:
Privacy Policy
20:
Disclaimer
21:
Links
23:
Contact Me
Seminars
None currently scheduled.