Beach Retreat: 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.

Learning Objectives
  1. To allow the participant to gain a confidence level in giving advice in the strategic area of buying, selling, and gifting business interests.
Major Topics
  1. • Integrated Planning Techniques (Estate, Financial, and Asset Protection)
  2. • Needs of the Business Owner
  3. • Business Continuation Consideration
  4. • Succession Planning Issues (Tax & Non-Tax)
  5. • Dealing with the Owner
  6. • Integration of Retirement Needs
  7. • “Buy-Sell Agreement” Issues
  8. • Liquidity Issues
Course Level
TBD
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Who Should Attend
CPAs, EAs, financial planners, attorneys
Instructor(s)
Arthur Werner
Location

Clarion Resort Fontainebleau Hotel, 10100 Coastal Hwy, Ocean City, MD 21842, United States

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When
Jun 28, 2018
12:00 pm - 3:30 pm
Location
Clarion Resort Fontainebleau Hotel, 10100 Coastal Hwy, Ocean City, MD 21842, United States
Total CPE Credits
4
Format
In-Person
Instructor
Arthur Werner

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Beach Retreat: Creative Strategies for Buying, Selling, or Gifting a Business


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