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.
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.
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
CPAs, EAs, financial planners, attorneys
Basic understanding of estate planning