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Webinar (WA): Creative Strategies for Buying, Selling, or Gifting a Business

Description

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.

Learning Objectives

At the end of this course you will be able to: Compare several options in the strategic area of buying, selling, and gifting business interests.

Major Topics

Valuation methods, Stock purchase versus asset purchase issues Estate transfer and tax issues, Gifting of business interests, Transfer of business interests to split-interest trusts and grantor retained trusts S corporation stock transfer to trusts, Family limited partnerships Self-canceling installment notes, Transferring a business interest with an ESOP

Provider
Washington Society Of CPAs
Course Level
Intemediate
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, financial planners, attorneys

Instructor(s)
Arthur Werner
Prerequisites

Basic understanding of estate planning

Advanced Preparation

None

Location
Webinar
Event Information
When
Oct 26, 2022
9:00 am - 5:00 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$421.00
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Webinar (WA): Creative Strategies for Buying, Selling, or Gifting a Business


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