Surgent's A Complete Tax Guide to Exit Planning (EXP2)
Date/Time
6/24/2024
9:00 AM - 11:00 AM Central
9:00 AM - 11:00 AM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
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.
Objectives:
Presenters:
Bob Lickwar, CPA
Field of Study:
Taxes (2)
Major Topics:
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, CPA
Field 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
Webinar
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| 6/24/2024 |    |
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