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  • All HBS Web  (2,430)
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  • February 2014
  • Teaching Note

Advising Families on Estate Planning

By: Robert C. Pozen
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States
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Pozen, Robert C. "Advising Families on Estate Planning." Harvard Business School Teaching Note 314-089, February 2014.
  • January 2014 (Revised June 2014)
  • Case

Advising Families on Estate Planning

By: Robert C. Pozen and Lucas W. Goodman
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States
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Pozen, Robert C., and Lucas W. Goodman. "Advising Families on Estate Planning." Harvard Business School Case 314-088, January 2014. (Revised June 2014.)
  • 11 Dec 2023
  • Research & Ideas

Doing Well by Doing Good? One Industry’s Struggle to Balance Values and Profits

Is it still possible to build a career that is both morally satisfying and materially rewarding? To do well by doing good? Professionals and executives in a range of fields grapple with this question as rapid technological View Details
Keywords: by Scott Van Voorhis
  • Web

Managing the Future of Work

Managing the challenges posed by the changing nature of work Managing the challenges posed by the changing nature of work Multiple forces of change – demographics, technology,... View Details
  • Web

Podcast - Business & Environment

on career opportunities at the intersection of business, climate, and government. BCG Global Chair Rich Lesser: How Businesses Can be “Bold and Pragmatic” on Climate Change 23 OCT 2024 | Climate Rising Rich... View Details
  • Teaching Interest

Leadership and Organizational Behavior (LEAD)

By: Ethan S. Bernstein

Professor Bernstein taught Leadership and Organizational Behavior (LEAD) from 2013-2016 (7 sections).  This course focuses on how managers become effective leaders by addressing the human side of enterprise.

The course is divided into five modules:View Details

Keywords: Leadership; Organizations; Personal Development and Career; Relationships; Communication
  • Program

Transforming Customer Experiences

operating models and strategic service mission with changing consumer needs, shifting market demands, and an evolving competitive landscape. Details Design effective service strategies and offerings Develop operations and service features... View Details
  • Program

Aligning Strategy and Sales

sales recruitment, development, compensation, and performance management systems support corporate strategy Coordinate sales activities across different sales groups and throughout the enterprise Establish a flexible approach that enables you to readjust strategies as... View Details
  • Blog

The Female Executive's Perspective: A conversation with HBS AMP Women on Applying

have a lot to say about the benefits to their careers and personal growth. We asked five women to share their experience as they weighed the options. Would their team stay on track without them? How would their families manage without... View Details
  • Program

Designing and Executing Corporate Revitalization

transformation. If your company is at an inflection point, how do you proceed? Will your business be held back by old ways of thinking or is it willing to embrace new frontiers? Will your company be static and hesitant in the face of a View Details
  • 16 Jul 2018
  • Research & Ideas

Kids of Working Moms Grow into Happy Adults

In 2015, preliminary results of a groundbreaking study found that the daughters of employed mothers often perform better in their eventual careers than the daughters of stay-at-home moms. Now the full study has been released, and it... View Details
Keywords: by Dina Gerdeman
  • 01 Sep 2021
  • News

Why Vikram Gandhi, Creator of Harvard’s Impact Investing Course, Hopes to Stop Teaching It

  • 26 Oct 2016
  • Blog Post

From Product Development to Business School

the technology that has the potential to change how we do things, and whose only barrier is a poor revenue model or a misaligned product-market fit. I’m now better equipped to solve these problems, identify the right segment, launch plan,... View Details
  • 24 Nov 2008
  • Research & Ideas

Harvard Business School Discusses Future of the MBA

faculty colloquium in May intended to frame the issues for potential curriculum changes at HBS. (To ensure open discussion, comments made during the two colloquia were not for attribution.) For their research project, Datar and Garvin... View Details
Keywords: by Roger Thompson & HBS Bulletin; Education
  • 30 Sep 2020
  • Blog Post

Reflecting on my service

As Veterans day approaches each year, I like to take time to reflect on my service, how it has changed my life’s trajectory and shaped who I have become. Serving in the military focused my purpose around protecting others: protecting my... View Details
  • 07 Jul 2021
  • News

Peter Tufano Leaves An Impressive Record At Oxford Saïd

  • 03 Jan 2016
  • Research & Ideas

NFL Black Monday: How Much Do Coaches Really Matter?

changes on Black Monday for the 2014-15 season, seven for the 2013-14 season, and eight for the 2012-13 season. This year Black Monday is on January 4, 2015.  Three coaches, Ken Whisenhunt of Tennessee Titans, Joe Philbin of Miami... View Details
Keywords: by Boris Groysberg & Abhijit Naik; Sports
  • November 1994 (Revised June 1996)
  • Case

Dennis Hightower: Walt Disney's Transnational Manager

By: Ashish Nanda
Describes the actions taken by Dennis Hightower as president of Disney Consumer Products in Europe and the Middle East from 1988 to 1994. Focuses on how he has established a regional office and knit local operations closer together, the benefits that the process has... View Details
Keywords: Organizational Change and Adaptation; Leadership; Change Management; Corporate Strategy; Personal Development and Career; Consumer Products Industry; Entertainment and Recreation Industry; Europe
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Nanda, Ashish. "Dennis Hightower: Walt Disney's Transnational Manager." Harvard Business School Case 395-056, November 1994. (Revised June 1996.)
  • Program

Agribusiness Seminar

and manage risks arising from climate change and environmental pressures Assess strategies for entering and competing international markets Identify ways to build the resilience and flexibility needed to thrive in an evolving industry... View Details
Keywords: Agriculture; Agriculture
  • 22 May 2019
  • Research & Ideas

Forgiving Student Loan Debt Leads to Better Jobs, Stronger Consumers

more freedom to make a change with their careers and get their acts together financially. “We do see a risk-taking angle to this, where people are willing to pursue a higher-paying job that might or might... View Details
Keywords: by Dina Gerdeman
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