In this session, learn several ways closely held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death. Then, hear an update on Social Security.
BENEFITS
Earn 2 CPE credits in PD and 2 CPE credits in TX.
HIGHLIGHTS
This session will:
- Show the importance of a buy sell contract between non related business owners
- Discuss why life insurance is an important funding option for buy sell planning
- Discuss the importance of business valuation for buy sell planning and estate and
gift tax planning
- Show how a family business owner can transfer his or her business to the next
generation during life or at death
- Discuss estate and gift tax considerations
PREREQUISITES
Participants should have a basic understanding of federal income and
estate taxes and business entities.
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Early birds save $20 - late fee applied after 9/17. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.