Creative Strategies for Buying, Selling, or Gifting a Business
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 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$109.00 |
Your Price | $109.00 |