Creative Strategies for Buying, Selling, or Gifting a Business (C69446)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

07/10/2025

Registration Open:

12:00 AM - 9:00 AM

Time:

9:00 AM - 4:37 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Intermediate

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Identify key tax risks associated with business transactions to minimize liabilities effectively
  • Discuss various strategies for estate planning to protect assets during business transfers
  • Explain the differences between stock purchase and asset purchase in business transactions
  • Analyze valuation methods to determine the fair market value of business interests accurately
  • Compare and contrast different gifting strategies for transferring business interests
  • Recognize the implications of transferring business interests to trusts and partnerships
  • Evaluate the advantages and disadvantages of utilizing self-canceling installment notes in transactions
  • Discuss the tax implications of transferring S corporation stock to trusts
  • Apply knowledge of estate transfer and tax issues to provide valuable advice to clients
  • Demonstrate the process of transferring business interests with an Employee Stock Ownership Plan (ESOP)

Speaker(s)

Prerequisites

Basic understanding of business tax and estate planning strategies