Tax Planning for Selling a Business
Exit planning is one of the hottest topics in the financial services industry. Understandably, the sale of a business often represents the culmination of years, if not a lifetime, of a client’s hard work, and one of the most issues impacting sale transactions is how it the transaction will be taxed.
In order to effectively counsel your clients who may be contemplating a sale of their closely-held business, it’s important to master all of the unique planning opportunities that can provide your clients with greater after-tax value. While most planners have strong understanding of the conceptual aspects of partnership, S-Corp and C-Corp taxation, few of us remember all the intricacies.
The best way to be prepared when business owner clients need pre-sale advice is twofold: 1) refresh your understanding on the current taxation of entities and entity planning, 2) join Bob Keebler in his 90-minute LISI webinar where Bob will cover:
· Installment Sale transactions;
· The use of Incomplete Gift Non-Grantor Trusts to reduce a client’s state income tax liability;
· Charitable Remainder Trusts;
· Opportunity Zones;
· Tax Incentives for Equity Investments in Small Business Corporations;
· Asset vs Equity transactions;
· Ordinary vs Capital Gains & Losses, as well as the importance of allocation of the sales price among the assets being sold.
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to email@example.com
If you have any questions, please contact firstname.lastname@example.org
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)