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Strategies for Buying, Selling, and Gifting a Closely Held Business (111118)

REGISTRATION STATUS: OPEN

Date: Tuesday, November 24, 2009
Time: 8:30am - 4:30pm (Registration at 8:00am )
Facility: Bowie Comfort Inn Hotel & Conference, Bowie
CPE Credit: 4 Specialized Knowldg
4 Tax
8 CFP
Course Type: Seminars
Provider: Werner-Rocca Seminars LTD
Instructor: Arthur Werner, J.D., MST
Field of Study: Taxes, Estate/Financial Planning
Level of Knowledge: Intermediate
Fees: $295 MACPA Members, $395 Non-Members
Referral Discount: ($100)
Student Discount: ($100)
Reciprocal Discount ($100)

* * * IMPORTANT INFORMATION ABOUT THIS EVENT * * *

This event has been pre-approved for CE credit by the CFP Board.

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Description:

This event has been pre-approved for CE credit by the CFP Board.

There are many specific estate planning issues that deal with business ownership, valuation and succession matters. As the financial advisor, you need to know the estate planning issues facing your clients who own a closely held business. This course will help you deal with this niche client base.

Objectives:

  • When to use a buy-sell (business continuation) agreement
  • Advantages of using a trustee in a buy-sell agreement
  • Both the tax and non-tax benefits of a family limited partnership
  • When is a family limited partnership recognized for income tax purposes
  • How to use an estate freeze as a planning tool
  • Overview of incorporation
  • When to use Section 303 stock redemption as a planning tool
  • Valuation Issues
  • How to plan for valuation discounts in closely held businesses
  • How to avoid pitfalls in planning for discounted asset values
  • SelfCancelling Installment Notes
  • Transferring a Business Interest with an ESOP

Major Topics:

  • When to use a buy-sell (business continuation) agreement
  • Advantages of using a trustee in a buy-sell agreement
  • Both the tax and non-tax benefits of a family limited partnership
  • When is a family limited partnership recognized for income tax purposes
  • How to use an estate freeze as a planning tool
  • Overview of incorporation
  • When to use Section 303 stock redemption as a planning tool
  • Valuation Issues
  • How to plan for valuation discounts in closely held businesses
  • How to avoid pitfalls in planning for discounted asset values
  • SelfCancelling Installment Notes
  • Transferring a Business Interest with an ESOP

Who Should Attend:

CPAs, attorneys, financial planners, insurance agents, and bankers.

Prerequisite:

None

Advanced preparation:

None


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