Name: Buy-Sell Agreements & 1041 | CAS Innovations
Start: 2025-10-28T08:00:00Z
End: 2025-10-28T12:00:00Z
Location: Holiday Inn Clark - Newark Area

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Tuesday, October 28, 2025 In-personUnion County Chapter

8:00 AM - 12:00 PM EDT

Holiday Inn Clark - Newark Area

36 Valley Road
Clark , NJ 07066

2 CPE Credits in TX
2 CPE Credits in SK

This event is part of the Union County Chapter CPE Pass - 2025/26 event bundle.

New Location

Learn how to avoid common pitfalls in buy-sell agreements, navigate key 1041 preparation challenges and explore how outsourced accounting (CAS) is transforming business finance and strategy.

DESIGNED FOR

CPAs and accountants in public and private accounting.

BENEFITS

Gain practical strategies to strengthen client succession planning.
Ensure fiduciary reporting accuracy.
Leverage CAS to boost efficiency and profitability.

HIGHLIGHTS

Critical buy-sell agreement provisions and valuation issues
Essential fiduciary tax rules
Leveraging technology and smart outsourcing to enhance financial performance

COURSE LEVEL

Basic

John DeSantis, JD, CPA, LLM Tax

Peter E. Motsch, CPA

Partner

SAX LLP

PRICING

$80.00 - Member

$100.00 - Nonmember

$0.00 - Pass Holder

Note: Online pre-registration will close on October 28 at 8:00 AM.

Registrations will be accepted at the door.

Buy-Sell Agreements & 1041 | CAS Innovations (E2510529)