Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

Webinar

Surgent's A Complete Tax Guide to Exit Planning

If you have questions about this event, please call us at 952-831-2707.

Tuesday, Nov. 19, 2024
1-3 p.m. Central
2 CPE (2 technical)  |  2 IRS CE

Course code: 24WS-1344
View pricing

Alternate dates & more options

  • Wednesday, Feb. 12, 2025 - Webinar
  • Thursday, April 10, 2025 - Webinar
  • Monday, April 1-Monday, March 31, 2024 - On-Demand

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 subjects

  • 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.)

Who should take this program?

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

Pricing

Standard Member Fee $119.00
checkmark Standard Nonmember Fee $119.00
Our records indicate you are a nonmember. If you register, you will be charged $119.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Robert Lickwar, CPA
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Basic knowledge of tax issues and entity structures
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.