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Steve Gorin’s "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)



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Transitioning Businesses to Key Employees (Including Children)

In “Qualified Business Stock Compared to Other Exit Strategies,” we discussed how the parties can use income shifts to avoid capital gain tax on the sale of a business. In this webinar, we discuss how to use deferred compensation to obtain similar benefits and how to migrate a corporation so that it can use a partnership solution to obtain most of these benefits. In this webinar, you will:

• Learn how deferred compensation can facilitate a business sale and cautions to consider.

• See the two ways a corporation may move current or future business value to a partnership model without incurring tax on the transfer

• Review the standards courts use in scrutinizing such transfers

• Learn basics of using profits interests to incentivize future growth


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Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.

Steve crafts estate plans for individuals, keeping in mind their financial security and desire to save income and estate tax. In his work for businesses, Steve helps owners plan for the eventual sale (to co-owners, employees, or third parties)or transfer (to family members), and provides a legal framework for an orderly transition while strategically saving income, transfer, and FICA taxes.

Drawing on his background as an accountant — and his still-current CPA license and Chartered Global Management Accountant credential — Steve structures businesses to achieve business objectives and save income or estate tax. He has helped fledgling businesses organize, thriving businesses restructure to save hundreds of thousands of dollars of income tax when planning a transition to the next ownership group, and mature multi-million or billion-dollar businesses plan tax-saving transfers to the next generation.

Over the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, Business Succession Solutions," is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field." Steve also maintains a blog, Business Succession Solutions, intended to help business owners — and those who advise or support them — consider smart tax strategies.

Steve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.


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