In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.
Valuation methods, Stock purchase versus asset purchase issues, Estate transfer and tax issues, Gifting of business interests, Transfer of business interests to split-interest trusts and grantor retained trusts, S corporation stock transfer to trusts, Family limited partnerships, Self-canceling installment notes, Transferring a business interest with an ESOP
Basic understanding of estate planning.
CPAs, EAs, financial planners, attorneys
Compare several options in the strategic area of buying, selling, and gifting business interests.
MATERIALS: Printed Manual - $20 (only available when you register and select the printed manual option by May 13, 2020). Digital PDF Manual – Free (included in the cost of your registration). Look for an email from firstname.lastname@example.org with instructions for downloading the digital PDF manual one business day prior to the event. We’ll have outlets for charging electronic devices available in close proximity to each seat.
Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $405.00
Member Price $305.00