Creative Strategies for Buying, Selling, or Gifting a Business
Total Credits: 2 including 2 Taxes - Technical
- Average Rating:
- 378
- Categories:
- IRS Approved | On Demand Pass | Tax
- Faculty:
- Arthur Werner
- Course Levels:
- Intermediate
- Duration:
- 1 Hour 40 minutes
- License:
- Access for 90 day(s) after purchase.
Tags: On Demand
Description
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. This, in turn, has created a need to make changes in a client’s planning needs. 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.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
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 Subjects
- Integrated Planning Techniques (Estate, Financial, and Asset Protection)
- Needs of the Business Owner
- Business Continuation Consideration
- Succession Planning Issues
- Tax
- Non-Tax
- Dealing with the Owner
- Integration of Retirement Needs
- “Buy-Sell Agreement” Issues
- Liquidity Issues
Course Materials
| Creative Strategies for Buying, Selling, or Gifting a Business slides (0.27 MB) | 8 Pages | Available after Purchase |
| IRS CE Credit Request Form (0.16 MB) | Available after Purchase | ||
Faculty
Arthur Werner Related Seminars and Products
Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Additional Info
Basic Course Information
Prerequisites Basic understanding of estate planningAdvanced Preparation None
Designed For
CPAs, EAs, financial planners, attorneys
Yellow Book No
Course Developer Arthur Werner
Additional Information
Instructional Delivery Method Group Internet BasedRefund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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