Course ID: CSBS

Creative Strategies for Buying, Selling or Gifting a Family Business

In addition to traditional issues faced by a business owner regarding the operating of his or her business, business ownership creates complexities in the tax, estate and financial planning areas. By focusing on the development of many unique business planning tools, this course explores the entrace and exit strategies available to owners of family businesses.


LEARNING OBJECTIVES
  • To allow participants to gain a confidence level in giving advice in the strategice area of buying selling and gifting business interests.

MAJOR TOPICS
  • Valuation issues involving transfers between family mambers versus non family members
  • 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 partnership
  • Self-canceling installment notes
  • Transferring a business interest with an ESOP

DESIGNED FOR
CPAs, financial planners, attorneys

FIELD OF STUDY
Business Mgmt & Organization
Specialized Knowledge & Application

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org