Scheduled Times are Eastern Time Zone

The Tax Cuts and Jobs Act Series: Creative Strategies for Buying, Selling, or Gifting a Business

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.



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


Event Properties

Event Date 04-07-2020 12:00 pm
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 21.05
10 17.10
20 13.15


Art Werner

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