Seminar

Creative Strategies for Buying, Selling, or Gifting a Business

  • Friday, October 19, 2018

    8:30am – 4:30pm
    (Registration: 8:00am)
  • Sheraton Wilmington South

    365 Airport Road
    New Castle, DE 19720
  • 8
    CREDITS
    Taxes

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.

Objectives

  • Compare several options in the strategic area of buying, selling, and gifting business interests

Highlights

  • 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

Additional Information

Designed For

CPAs, EAs, financial planners, attorneys

Vendor

Werner-Rocca Seminars, Ltd

Advanced Preparation

None

Prerequisite

Basic understanding of estate planning

Field of Study

Taxes

Instructor

Arthur Werner

Course Number

18CSBS/W

Level of Knowledge

Intermediate

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