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Course Details

Creative Strategies For Buying, Selling, Or Gifting A Business

About This Course:
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. This, in turn, has created a need to make changes in a client’s planning needs.

In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas.

By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.

Learning Objectives
  • To allow the participant to gain a confidence level in giving advice in the strategic area of buying, selling, and gifting business interests
  • Integrated Planning Techniques (Estate, Financial, and Asset Protection)
  • Needs of the Business Owner
  • Business Continuation Consideration Succession Planning Issues
  • Tax Non-Tax Dealing with the Owner Integration of Retirement Needs
  • “Buy-Sell Agreement” Issues
  • Liquidity Issues
Included Materials

All ACPEN courses include handouts that are available to download. Handouts typically include a version of the slides used by the presenter, as well as a full course manual or other materials.

How To Access Your Course And The Accompanying Materials

You will receive an email directly from ACPEN with instructions for accessing your course and any accompanying materials.

How To Get Your CPE Credits

This course qualifies for two CPE credit hours! In order to obtain CPE credit for viewing ACPEN webcasts, you must view the course during the scheduled date and time. Throughout the program, you will be prompted to save three attendance codes per hour. At the conclusion of the program, your CPE Certificate will be issued assuming all attendance codes have been saved and submitted. Detailed instructions for this process are included in the course introduction and in written form as part of course materials.
Course Details
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