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Thursday, April 10, 2025 Live Webcast

A Complete Tax Guide to Exit Planning (X1-EXP2-2025-01-WEBNR-100-01)

10:00 AM - 12:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.

DESIGNED FOR

CPAs in industry and public accounting who want to gain an understanding of exit planning considerations for their clients

BENEFITS

  • Understand key issues regarding exit planning
  • Discuss tax implications of exit planning strategies
  • Compare exit planning between entity types (C corporations, S corporations, partnerships, etc.)

HIGHLIGHTS

  • Gain exclusion and tax-free reorganization planning
  • Gain exclusion with sales of C corporation stock – Section 1202
  • Deferral of gain with installment reporting
  • Gain planning with partnerships
  • Basis planning – basis step-up at death, gifts of interests to family
  • Restructuring the business entity – C vs. S corporation, partnerships, LLCs
  • Real estate planning – retention vs sales, like-kind exchanges
  • Employee stock ownership plans – special tax incentives
  • Employee benefit planning with ownership change
  • Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes
  • Prospects for tax law change

COURSE LEVEL

Intermediate

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit
Please call Surgent Help, 800-778-7436, if you need a EA/IRS CPE Certificate.

INSTRUCTOR

Robert Lickwar

Robert Lickwar, CPA

Bob Lickwar is a Tax Managing Director with UHY Advisors in the company’s Farmington, Connecticut, office. He has 37 years of experience and has spent most of his career practicing in all areas of taxation, particularly pass-through entities, high net worth individuals, and small businesses and their owners. Bob received his undergraduate degree in accounting from Central Connecticut State University, and his master's in taxation from the University of Hartford. Bob has been a frequent presenter on various tax matters for roughly 15 years.

PRICING

$109.00 - Member

$129.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 10 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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