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DTSTAMP:20260429T184138
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DTSTART:20270408T140000Z
DTEND:20270408T160000Z
UID:514523
SUMMARY:Surgent's A Complete Tax Guide to Exit Planning (EXP2)
LOCATION:Webinar
DESCRIPTION:Surgent's A Complete Tax Guide to Exit Planning (EXP2)\n\n04/08/27 09:00 AM CST\n - 04/08/27 11:00 AM CST\Description:\nWhen exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.Objectives:
 Understand key issues regarding exit planning
 Discuss tax implications of exit planning strategies
 Compare exit planning between entity types (C corporations, S corporations, partnerships, etc.)
 Presenters:Bob Lickwar, CPAField of Study:Taxes (2)Major Topics:
 Gain exclusion and tax-free reorganization planning
 Gain exclusion with sales of C corporation stock – Section 1202
 Deferral of gain with installment reporting
 Gain planning with partnerships
 Basis planning – basis step-up at death, gifts of interests to family
 Restructuring the business entity – C vs. S corporation, partnerships, LLCs
 Real estate planning – retention vs sales, like-kind exchanges
 Employee stock ownership plans – special tax incentives
 Employee benefit planning with ownership change
 Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes
 Prospects for tax law change
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's A Complete Tax Guide to Exit Planning (EXP2)<br /><br />04/08/27 09:00 AM CST - 04/08/27 11:00 AM CST<br />Description:<br />When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.<br><br><b>Objectives:</b><br><ul>
    <li>Understand key issues regarding exit planning </li>
    <li>Discuss tax implications of exit planning strategies</li>
    <li>Compare exit planning between entity types (C corporations, S corporations, partnerships, etc.)</li>
</ul><br><b>Presenters:</b><br>Bob Lickwar, CPA<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Gain exclusion and tax-free reorganization planning</li>
    <li>Gain exclusion with sales of C corporation stock &ndash; Section 1202</li>
    <li>Deferral of gain with installment reporting</li>
    <li>Gain planning with partnerships</li>
    <li>Basis planning &ndash; basis step-up at death, gifts of interests to family</li>
    <li>Restructuring the business entity &ndash; C vs. S corporation, partnerships, LLCs</li>
    <li>Real estate planning &ndash; retention vs sales, like-kind exchanges</li>
    <li>Employee stock ownership plans &ndash; special tax incentives</li>
    <li>Employee benefit planning with ownership change</li>
    <li>Taxes other than the federal income tax &ndash; state tax, estate, gift and generation-skipping taxes, and property taxes</li>
    <li>Prospects for tax law change</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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