"Compensation & Benefits for Attracting & Holding Capable Employees"- Kent Smith, J.D. Actual family business case histories & charts 
1. Lesson in Community Property Planning
2. Capital Gain avoidance with charitable reminder Unitrust
3. No cost Gain in Tax Basis with a private annuity purchase plan

 

 

 

 

 

 

 

 

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"Love-A Family Tradition"- Marion Luna Brem Relating the emotional
side of family life (Love) to the emostional side of business
(TOTAL COMMITMENT) Family business- basis for rebuilding our
national economy and the eroded moral structure of the American
family Precepts of leadership- take charge; do what if right;
and there is no substitution for commitment 

 

 

 

 

 

 

 

 

 

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"STRONG FAMILIES /STRONG FIRMS- Preston & Genie Dryer, PhD's Traits of strong
families- study and discussion 
1. Mission and Planning 
2. Communication and Conflict Resolution 
3. Family Members Active in 
the firm 
4. Build a team with outside advisors and managers
5. Succession and transition in Family Business 
6. Life outside the business 

 

 

 

 

 

 

 

 

 

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"MATCHING FAMILY & NON FAMILY EMPLOYEES"
-Dr. Richard B. Lear Techniques for maximizing identifying
productivity by types 
1. Personalities 
2. Goals 
3. Objectives

 


 

 

 

 

 

 

 

 

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"Income Tax Ramifications Regarding Your Type of Company
Organization"- B.D. Davenport, CPA 
1. Corporations: C Corporation, S Corporation- Special taxing entities 
2.Partnerships, General- Limited 
3. Proprietorship- Schedule C, Schedule F

 

 

 


 

 

 

 

 

 

 

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"Expanding New Business Markets"- James H. Scott Modern Market research provides insight into: 
1. Domestic and Foreign Markets
2. Commercial and Military Markets 

 

 

 

 

 

 

 

 

 

 

 

 

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"Benefits of A Company Sponsored Disability Plan"- Kent Smith, J.D. Reducing Risk &
Increasing Your Profits 
1. Non-qualified plans substitute for Workman's Compensation 
2. Various plans customized to each company 

 

 

 

 

 

 

 

 

 

 

 

 

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"Techniques In Costing, Management & Business Control" B.D. Davenport, CPA Discussion on: 
1. New ideas on cost accounting
and business management as tools for success 
2. problems with flawed cost systems 
3. Problems with overhead costs 
4. Rules of activity Based Management 
5. Measure what matters 

 

 

 

 

 

 

 

 

 

 

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"From The Red Rag Business to the Glad Rag Business"-Michael J. Wisntead Case History Surviving Chapter 11 while maintaining dignity, integrity 

 

 

 

 

 

 

 

 

 

 

 

 

 

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"Before you Leave Let's Talk About It"- Dr. Dan Pryor Identifying mine fields on the way to understanding
1. Argument does not equal understanding 
2. It Takes 2 people to speak the truth 

 

 

 

 

 

 

 

 

 

 

 

 

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"New Tax Relative Family Business"- Woody York, CPA The IRS is a silent partner in everyone's business and can get up to 55% of it, if the founding owners have not properly planned for succession or distribution of family wealth.

 

 

 

 

 


 

 

 

 

 

 

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"Forty Years of Family Business"- T. Frank Smith, Jr. Case History- Nepotism No-No's, Keys to Success 

 

 

 

 

 

 

 

 

 

 

 

 

 

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"Family Quality-Key To The future"- Professor John Schoen & Kathryn Newton Understanding the philosophy, background and key elements of "Total Quality Management" process.  Implementation in family firms and barriers to effective utilization. 

 

 

 

 

 

 

 

 

 

 

 

 

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"Family Business Estate Planning"- Wood York, CPA Six techniques that allow greater control and reduce the percentage Uncle Sam will claim for the IRS choosing the proper plan for your particular needs

 

 

 


 

 

 

 

 

 

 

 

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"Is Your Firm Positioned To Take Advantage of Opportunities?"- Dr. Frank Hoy 6 Areas of Strategic Planning for Family Business

 

 

 

 

 

 

 

 

 

 

 

 

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"D.I.S.C.overing Personality Potential- Merritt F. Femly, PhD Important considerations in developing a family business team Dominant, Influencing, Steady or Complaint Analyzing individual personalities and how they work together Utilizing each  personalities unique talents for high performance and maximum potential 

 

 

 

 

 

 

 

 

 

 

 

 

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"Against All Odds"- Pattie Floerke "Totally Texas" , Pattie Floerke shares the ups, downs, highs and lows of her family business. From its beginning in 1986, during major economic recessionary times...to a million dollar a year business and down again....she has beaten the odds and is on the upside.

 

 

 

 

 

 

 

 

 

 

 

 

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"Secrets of Long Term Success"- Dennis T. Jaffe, PhD 
1. Building effective teams...within the family and inside the business 
2. Managing the pressures of internal and external change while building and maaintaining caring family relationships. 

 

 

 

 

 

 

 

 

 

 

 

 

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"Five Generations of Family Business"- Tio Kleberg Tio Kleberg shares an insider's view on the history of the internationally famous King Ranch, its unique family business challenges, long term 
successsfull succession, and vision for the future.

 

 

 

 

 

 

 

 

 

 

 

 

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"Reconciling the Emotional View of The Family Business With The Economic Aspects"-W. Clifford Atherton, PhD Family Asset V. Family Heritage

 

 


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