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A Complete Tax Guide to Exit Planning (EXP2)

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Live Webinar SELECT STARTING AT $119 (1 date)

Credits: 2

Qualifies For: IRS CPE CTEC

Instructor(s): Bob Lickwar, CPA

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Credits: 2

Qualifies For: IRS CPE

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A Complete Tax Guide to Exit Planning (EXP2)

  • Customer Rating
    Reviews Not Available.
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    IRS CPE CTEC

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.

Major Topics:

  • 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

Learning Objectives

  • 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.)

Designed for:

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

Prerequisite:

Basic knowledge of tax issues and entity structures

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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