Creation of Family Investment

the investment management & advisory

Income S LIIJI1.111111 In

NOL

Investment management & advisory

ISO

LLC

C Cc:90mm rK. I Income

C Corp

FLP

C Corporation

C Corporation Assets Liabilities

maw S •

Family Investments

the Family Investments

the New Partnership

Client

Interaction Between New Partnership and Family Investments Family '

• Family Partnership Key Terms • Formation of the Family Limited Partnership • Income Statement of Family Limited Partnership • Benefits of Family Partnership • Disadvantages

a C Corporation

New Partnership

the Famty Investments

Spouse

Fan* Investments

the Individual Income Tax

Cairn