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Overview

8.0 Credits
ONLINE

In addition to traditional issues faced by business owners regarding their business operation, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on developing many unique business planning tools, this course explores the entrance and exit strategies available to business owners.

Objectives

Compare several options in the strategic area of buying, selling, and gifting business interests.

Major Topics

  • Valuation methods
  • Stock purchase versus asset purchase issues
  • Estate transfer and tax issues
  • Gifting of business interests
  • Transfer of business interests to split-interest trusts and grantor retained trusts
  • S corporation stock transfer to trusts
  • Family limited partnerships
  • Self-canceling installment notes
  • Transferring a business interest with an ESOP

    • Designed For

    CPAs, EAs, financial planners, attorneys

    Prerequisite

    Basic understanding of estate planning

    Advanced Preparation

    None
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