Creative Strategies for Buying, Selling, or Gifting a Business

Course Details

Date

Monday, September 21, 2020

8:30am – 10:18am

Field of Study

Taxation

Course Number

AC0686

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

Basic understanding of estate planning

Description

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.  

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Highlights

Integrated Planning Techniques (Estate, Financial, and Asset Protection)
Needs of the Business Owner
Business Continuation Consideration
Succession Planning Issues

Tax
Non-Tax


Dealing with the Owner
Integration of Retirement Needs
“Buy-Sell Agreement” Issues
Liquidity Issues

Objectives

To allow the participant to gain a confidence level in giving advice in the strategic area of buying, selling, and gifting business interests

Designed For

CPAs, EAs, financial planners, attorneys

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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