Practical Tax Strategies: Sales and Purchases of Businesses WEBCAST

Monday, October 25 9:30am - 11:30am PDT

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2.0 Credits

Member Price $79.00

Non-Member Price $94.00

Overview

Greg and George will cover practical tax strategies to help your client minimize taxes when selling or purchasing a business. This is often the most important tax event in a client’s lifetime, and they will cover the special rules essential to effective tax planning.

Highlights

Mandatory method of allocating purchase price. Tax effects of agreed-upon allocations of purchase price between the buyer and seller, including “win-wins” where both parties can benefit from planning. Avoiding the common purchaser mistake of front-loading too many deductions. Minimizing recapture income on sale. Being a “two-move chess player” - planning for the purchaser’s later sale of the business.

Prerequisites

None.

Designed For

CPAs and tax practitioners.

Objectives

Identify the mandatory rules for allocating the purchase price among categories of assets. Learn the requirements of asset allocations to ensure the IRS and courts will respect the allocations. Utilizing the 199A QBID to reduce the seller’s tax burden. Identify reporting requirements for both sellers and buyers.

Preparation

None.

Notice

None.

Leader(s):

Leaders

George Koutelieris

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Non-Member Price $94.00

Member Price $79.00