HS 314 Video: Applications in Financial Planning I episodes:

• May 28, 20142-7 - Distinguish between the sale of a business interest for installment notes or private annuities.

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• May 28, 20142-4 Describe the role of the business owner’s advisers in the business succession/estate planning process

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• May 28, 20142-11 - Discuss the differences between purchases and sales of pass-through entities and corporate stock.

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• May 28, 20142-5 - Describe the process of forecasting the client’s estate tax liability

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• May 28, 20142-1 - Identify the steps in the transition of the business owner to his or her retirement.

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• May 28, 20142-2 - Discuss the possibilities for providing income to the business owner in retirement.

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• May 28, 20142-6 - Describe the discounting techniques for gifts of business interests.

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• May 28, 20142-12 - Identify the advantages of an irrevocable life insurance trust (ILIT).

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• May 28, 20141-3 - Discuss how the owners control and manage business entities.

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• May 28, 20141-10 - Identify the causes of continuity problems for a closely held business.

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