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Webinar Succession Planning (Tax)

ID : 1136   
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4 hours in Tax
 
  1. Succession Planning for the Closely-Held Business
  1. The Four Critical Steps of Succession Planning
  2. Who Are the Planners?
  3. When does Succession Planning begin
  4. Planning for Management Succession
  5. Planning for Succession of Ownership
  6. Owner Agreements
  7. Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs)
  1.  Estate Planning
  1. Individual Versus Corporate Trustees
  2. Powers of Attorney and Proxies
  3. Last Will and Testament
  4. Documenting a Business Succession Plan
  1. Pass-Through Entity Continuation Planning
  1. Business Entities Synopsis
  2. Buy-Sell Overview
  3. Strategies
    1. Sole Proprietorship
    2. Partnership
    3. LLC
    4. S Corporation
  4. Ideas in Motion
  1.  Family Business Succession Case Study
  2. Discussion of the tax and accounting issues

Class Details

1 Sessions
Weekly - Thu

Location
The Woodlands Inn & Resort

Instructor
MultipleInstructor :
1.Christopher Lloyd2.Lee Piatt 

 

Notice

Please read:  An email will be sent the day before with the link and login instructions.

Tuition: 

$50.00


Registration Closes On
Thursday, July 23, 2020 @ 9:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
7/23/2020 - 7/23/2020 Weekly - Thu 1:00 PM - 5:00 PM Wilkes-Barre, The Woodlands Inn & Resort  Map Lee Piatt  ; Christopher Lloyd 

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