Webinar: A Complete Tax Guide to Exit Planning
WS794 | Course | Intermediate | Scheduled
Description
When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. M
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
CPAs in industry and public accounting who want to gain an understanding of exit planning considerations for their clients
Prerequisites
Basic knowledge of tax issues and entity structures
Highlights
- 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
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.)
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $119.00
- Non-Member (Early Bird)
- $119.00
- Member
- $119.00
- Non-Member
- $119.00