November 23, 2022


Webinar


2 Total CPE Credits

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Buying, Selling, or Gifting a Business Creatively

Learning Objectives

  • 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

  • Integrated Planning Techniques (Estate, Financial, and Asset Protection)
  • Needs of the Business Owner
  • Business Continuation Consideration
  • Succession Planning Issues - Tax and Non-Tax
  • Dealing with the Owner
  • Integration of Retirement Needs
  • “Buy-Sell Agreement” Issues
  • Liquidity Issues

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic understanding of estate planning

Advanced Preparation

None

Intended Audience

CPAs, EAs, financial planners, attorneys

Provider

ACPEN

This event has ended.