Scheduled Times are Eastern Time Zone

Subcategories

Course ID: CPE Credits Field Of Study Author or Speaker:
DJ-307.19  02 Credits   Accounting/Auditing  Davis Jackson
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

 

 

 

 



Event Date 01-24-2020 9:00 am
Individual Price 49.00
Categories Accounting,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01419-19-O  02 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 
Event Date 01-24-2020 11:00 am
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
MM-337.LW  02 Credits   Governmental Auditing  Michael Morgan
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview
Event Date 01-24-2020 1:00 pm
Individual Price 49.00
Categories Governmental & Non Profit,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
   01 Credits   Taxes   Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

 

Course 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.

 

OBJECTIVE:

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.


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
Event Date 01-24-2020 3:00 pm
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Ethics
Experience Level Course ID CPE Credits Author
Overview  DJ-120.LW/ EWTFM-E-01085-18-O 2 Davis Jackson
Event Date 01-24-2020 5:00 pm
Individual Price 49.00
Categories Ethics,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Economics/Finance
Experience Level Course ID CPE Credits Author
Overview  FR-411.LW 2 Frank Ryan
Event Date 01-24-2020 8:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Ethics
Experience Level Course ID CPE Credits Author
Overview  DJ-120.LW/ EWTFM-E-01085-18-O 2 Davis Jackson
Event Date 01-27-2020 9:00 am
Individual Price 49.00
Categories Ethics,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01203-18-O  01 Credits   Taxes Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview 

 

Event Date 01-27-2020 11:00 am
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01401-19-O  02 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview
Event Date 01-27-2020 3:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01200-18-O  04 Credits   Taxes   Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview 

 

Event Date 01-28-2020 9:00 am
Individual Price 99.00
Categories Federal Tax Updates,Moderated Webinars

Instructional Method

CPE Credits

Experience Level

Group Internet Based

04

Basic

Course ID

Field of Study

Author or Speaker

EWTFM-U-01399-19-O

Taxes

Art Werner

Event Date 01-28-2020 1:00 pm
Individual Price 99.00
Categories Federal Tax Updates,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Accounting/Auditing
Experience Level Course ID CPE Credits Author
Overview  DJ-121.LW 2 Davis Jackson
Event Date 01-29-2020 9:00 am
Individual Price 49.00
Categories Accounting,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
MM-339.19  01 Credits   Governmental Auditing   Michael Morgan
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview

 

Event Date 01-29-2020 11:00 am
Individual Price 25.00
Categories Governmental & Non Profit,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01204-18-O  01 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Overview
Event Date 01-29-2020 1:00 pm
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars

Instructional Method

CPE Credits

Experience Level

Group Internet Based

02

Basic

Course ID

Field of Study

Author or Speaker

EWTFM-U-01400-19-O

Taxes

Art Werner

Event Date 01-29-2020 2:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
WR-229.18/ EWTFM-U-01092-18-O  4 Credits  Taxes  Art Werner /
Anthony Rocca
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None  Update

 

Event Date 01-30-2020 9:00 am
Individual Price 99.00
Categories Federal Tax Updates,Moderated Webinars

 

 

Instructional Method

CPE Credits

Experience Level

Group Internet Based

01

Basic

Course ID

Field of Study

Author or Speaker

MM-332.19

Accounting

Michael Morgan

 

 

Event Date 01-30-2020 1:00 pm
Individual Price 25.00
Categories Accounting,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study

Group Internet Based

NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  WR-128.LW/ EWTFM-U-01065-18-O 2 Arthur Werner

 

Event Date 01-30-2020 2:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Course ID: CPE Credits Field Of Study Author or Speaker:
MM-340.LW  01 Credits   Accounting  Michael Morgan
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   Basic knowledge of Accounting  Overview
Event Date 01-31-2020 9:00 am
Individual Price 25.00
Categories Accounting,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-138.LW 2 Arthur Werner
Event Date 01-31-2020 10:00 am
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Overview  WR-139.LW 2 Arthur Werner
Event Date 01-31-2020 1:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Intermediate   WR-140.LW 2 Art Werner
Event Date 02-03-2020 9:00 am
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Governmental Auditing
Experience Level Course ID CPE Credits Author
Overview  MM- 325.LW 5 Michael Morgan
Event Date 02-03-2020 11:00 am
Individual Price 125.00
Categories Governmental & Non Profit,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Intermediate   WR-141.LW 2 Art Werner
Event Date 02-04-2020 9:00 am
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Group Internet Based NONE NONE Management Services
Experience Level Course ID CPE Credits Author
Overview  MM-326.LW 6 Michael Morgan
Event Date 02-04-2020 11:00 am
Individual Price 149.00
Categories Management Services,Moderated Webinars