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All Posts By David Hawkes

This author has written 25 articles
Home David Hawkes
The Story of Arc3 Gases:  A Merger of Two Family-Owned Businesses

The Story of Arc3 Gases: A Merger of Two Family-Owned Businesses

  • October 8, 2015
  • David Hawkes
  • Blog, Family Business, Mergers and Acquisitions
  • 0 Comments

By Matthew L. Caras, Leaders LLC It all started just as you would expect. One of the owners of a business based in Virginia, who is active in the industry and always out and about, had lunch with a key…

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The 2 Steps That Helped a Florida Dental Practice Onboard a New Partner

The 2 Steps That Helped a Florida Dental Practice Onboard a New Partner

  • September 23, 2015
  • David Hawkes
  • Blog, Business Real Estate, Family Business
  • 1 Comment

CASE NUMBER 19, THE MOLLAR FAMILY A METHOD TO BRING A PARTNER INTO THE OWNERSHIP OF A PROFESSIONAL PRACTICE IN WHICH THE FOUNDERS ALSO OWN THE PROFESSIONAL BUILDING Sue and Eric Mollar met at the University of Pennsylvania Graduate Dental…

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Detective or Accountant?: The Wizard Busts a Coin-Op Fraudster

Detective or Accountant?: The Wizard Busts a Coin-Op Fraudster

  • September 11, 2015
  • David Hawkes
  • Blog, Family Business, Law, Tax
  • 0 Comments

                                 CASE NUMBER 18—A SAD FAMILY BUSINESS SITUATION Family businesses are not always successful. They are not always passed down to the next generation. In…

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Marital Problems, and a Failed Business Sale: Guess Which One The Wizard Solves?

Marital Problems, and a Failed Business Sale: Guess Which One The Wizard Solves?

  • August 18, 2015
  • David Hawkes
  • Blog
  • 0 Comments

CASE NUMBER 17---THE MILLER MARINA STORY USE: OF A SPECIAL TAXPAYER FAVORED DOCTRINE When David Reed returned to his office at 100 Middle Street in Portland late Friday afternoon, July 9, 1982, he was presented with a stack of blue message…

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Real Estate Tax: When Filling Up A Hole Is Tax Deductible

Real Estate Tax: When Filling Up A Hole Is Tax Deductible

  • August 10, 2015
  • David Hawkes
  • Blog, Family Business, Tax
  • 2 Comments

Download this article as a Free PDF CASE NUMBER 16, THE WALKER FAMILY: USE OF A LITTLE KNOWN TAX CASE TO HELP A FAMILY BUSINESS WITH AN UNUSUAL REAL ESTATE TAX PROBLEM Bill Walker was a frequent visitor to 100 Middle…

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What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup?

What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup?

  • August 4, 2015
  • David Hawkes
  • Blog, Family Business, Featured Post, FeaturedPost, Tax
  • 0 Comments

Download this article as a Free PDF CASE NUMBER 15, THE LAMBERT FAMILY:   USE OF A CAPTIVE INSURANCE COMPANY FOR RISK MANAGEMENT AND ECONOMIC BENEFIT Pierre Lambert, III is a third generation maple sugar farmer.  His family “farm” consists of 1,400…

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Law Firm Sales and Compensation Incentives – A Case Study

Law Firm Sales and Compensation Incentives – A Case Study

  • July 6, 2015
  • David Hawkes
  • Blog, Family Business, Law, Tax
  • 0 Comments

Family Business: Case #7, Chapter 3 - The Hurst and Howard Family Law Firm Read Chapter 1 - Sales Techniques for a Family Owned Law Firm | Read Chapter 2 - Marketing Techniques for a Family Owned Law Firm David…

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Advanced Strategies for Dealing with Tax Consequences of IRA Distributions

Advanced Strategies for Dealing with Tax Consequences of IRA Distributions

  • July 1, 2015
  • David Hawkes
  • Blog, Family Business, IRAs
  • 0 Comments

THE MARTIN FAMILY—CHAPTER 3 of 3 (Read Chapter 1 and Chapter 2) This Chapter Involves Multiple Issues with Individual Retirement Accounts (IRAs) and Planning for Tax Consequences Tom had opened an IRA account early in his career, even before he…

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Life Insurance and Trusts for Family Businesses

Life Insurance and Trusts for Family Businesses

  • June 22, 2015
  • David Hawkes
  • Blog, Family Business, Life Insurance
  • 0 Comments

The Martin Family - Chapter Two Read Chapter One Multiple Life Insurance Issues and a Surprise Opportunity David always followed the same procedures in helping his family business clients: Assemble complete and accurate facts for the family and the business.…

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Family Business Dispute Resolution

Family Business Dispute Resolution

  • June 2, 2015
  • David Hawkes
  • Blog, Family Business
  • 0 Comments

Submitted by Patrick C. Coughlan, Esq. Conflict Solutions Conflict Solutions has a long and successful history of assisting family businesses in resolving their litigation with family shareholders and employees.  Patrick has been mediating such disputes since 1989, Devon since 2006,…

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Recent Posts
  • Maine Fishing Families Against Power and Reach of Federal Government Maine Fishing Families Against Power and Reach of Federal Government
  • The Story of Arc3 Gases:  A Merger of Two Family-Owned Businesses The Story of Arc3 Gases: A Merger of Two Family-Owned Businesses
  • The 2 Steps That Helped a Florida Dental Practice Onboard a New Partner The 2 Steps That Helped a Florida Dental Practice Onboard a New Partner
  • Detective or Accountant?: The Wizard Busts a Coin-Op Fraudster Detective or Accountant?: The Wizard Busts a Coin-Op Fraudster
  • Marital Problems, and a Failed Business Sale: Guess Which One The Wizard Solves? Marital Problems, and a Failed Business Sale: Guess Which One The Wizard Solves?
  • Real Estate Tax: When Filling Up A Hole Is Tax Deductible Real Estate Tax: When Filling Up A Hole Is Tax Deductible
  • What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup? What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup?
  • Law Firm Sales and Compensation Incentives – A Case Study Law Firm Sales and Compensation Incentives – A Case Study
  • Advanced Strategies for Dealing with Tax Consequences of IRA Distributions Advanced Strategies for Dealing with Tax Consequences of IRA Distributions
  • 5 Outside-the-box Marketing Ideas for Small Business 5 Outside-the-box Marketing Ideas for Small Business
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*NOTICE – The stories on this website are mostly based upon real situations, but names and places have been changed for privacy.

This website and the stories and techniques described herein are not meant to provide tax, legal or consulting advice. Any reader should consult their professional advisors for assistance with their own particular situations. In some circumstances, The Wizard may be available to help if contacted or to provide a reference to a qualified advisor.