Course Details

Tax And Practical Aspects Of Business Succession Planning

Webinar: ID# 1033212
Recorded CD or On-Demand
About This Course:
Small & Medium Sized Enterprises ("SME") are where Americans create wealth. SMEs represent half of the U.S. GDP. By 2020, 70% of U.S. firms will be owned by persons 55 or older, half will be owned by persons over age 65. Very few of these owners know how to realize lasting wealth tied up in the Enterprise Value of their business at retirement.

Many SME owners feel they are owned by their business, and cannot retire. Failure to plan for succession destroys wealth, it is that simple. It is hard enough to make a well-planned transition work, many still fail, without planning the chance of the business and the wealth it represents continuing are minimal.

Business succession has become a national imperative, and creates enormous opportunities for qualified advisors to assist SME owners with both personal retirement and enterprise planning.


  • Owner's Goals
  • Understanding the Players
  • Dangers, Opportunities, Solutions (D.O.S.) Analysis
  • Interplay of Estate Planning and Business Succession
  • Staging the Company
  • Cross Purchase Agreements
  • Employee Purchases
  • Sale to Intentional Grantor Trust
The Transaction - Taxation and Other Pitfalls
  • Assets Sale, or Stock Sales
  • Cash or Note
Preserving and Protecting Enterprise Value - After Transition
  • Asset Protection
  • Estate and Estate Tax Planning
  • A New Financial Reality
  • Perpetuating the Wealth in the Family
  • The Advisor's Role
About The Presenter

Kevin D. Quinn, J.D.
  • Founder and president of Legacy Counsellors, P.C., an estate and business planning law firm, serving successful individuals and families throughout the country
  • Accomplished Estate and Wealth Strategies Planner®
  • Founder and an instructor of the Wealth Strategies Institute, LLC, a professional education institute which provides continuing education to Certified Public Accountants, Certified Financial Planners, attorneys, development officers and insurance professionals
  • Frequent speaker and has written numerous publications
  • J.D. degree, Western New England School of Law; M.B.A. degree, University of Connecticut; B.S. degree, Embry-Riddle Aeronautical University
Tax And Practical Aspects Of Business Succession Planning
or via CD or On-Demand
Course Details
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