Selling a Family Business: Legal, Financial, and Estate Planning Considerations
Previous NextCREDITS: 1
CATEGORY: Taxation
SPEAKER: Host/Moderator: Jonathan I. Shenkman, AIF®, President, Shenkman Wealth Management
Panelists:
1) Bernadette Kasnicki, Esq., LL.M, Partner, Rivkin Radler, LLP
2) Michael Richmond, Managing Director, The DAK Group
3) Avi Sinensky, Esq., Partner, Rivkin Radler, LLP
DATE: Any Day Mon.-Thurs. May 13-16
or
Any Day Mon.-Thurs. June 17-20
or
Any Day Mon.-Thurs. July 15-18
or
Any Day Mon.-Thurs. Aug. 19-22
TIME: View Anytime Between 9:00 A.M. - 5:00 P.M. Eastern - Seminar Duration is 1 Hour
LOCATION: All New (2023) Pre-Recorded Webinar With Live Q&A
This program will cover the business, legal, and estate planning issues that arise when selling a family business. The panelists will cover the preparation, negotiation and closing of the sale of a family business. Special attention will be given to market trends, legal issues, and tax planning ideas.
Topics & Learning Objectives Include:
- Important legal steps to take when planning to sell a family business.
- Key legal issues that a family should expect as part of the sale process.
- What a company can do in today’s environment to prepare for a sale?
- How does a recession/high interest rate environment impact valuation?
- On the tax and estate planning side, what are the big picture questions families should be asking once they know that they are interested in selling the family business?
- Options that will mitigate the tax consequences of a sale.
- Strategies to tax efficiently having one’s children share in the benefits of the sale.
Related Products
4 Credits
Any Day Mon.-Thurs. May 13-16
or
Any Day Mon.-Thurs. June 17-20
or
Any Day Mon.-Thurs. July 15-18
or
Any Day Mon.-Thurs. Aug. 19-22
All New (2023) Pre-Recorded Webinar With Live Q&A
$205.00 $165.00
2 Credits
Also Featuring the New York LLC Transparency Act
Tuesday May 7, 2024
or
Any Day Mon.-Thurs. May 13-16
or
Any Day Mon.-Thurs. June 17-20
or
Any Day Mon.-Thurs. July 15-18
or
Any Day Mon.-Thurs. Aug. 19-22
All New (2024) Pre-Recorded Webinar With Live Q&A
$159.00 $119.00
8 Credits
Featuring New Planning Strategies
(Full-Day or 2 Half-Days)
Wednesday May 8, 2024 or 2 Half Days 5/8 & 5/9
or Any Full Day or 2 Half-Days Mon.-Thurs. June 17-20
or Any Full Day or 2 Half-Days Mon.-Thurs. July 15-18
or Any Full Day or 2 Half-Days Mon.-Thurs. Aug. 19-22
All New (2024) Pre-Recorded Webinar With Live Q&A
$320.00 $285.00
8 Credits
Including Federal, NY, NJ, & CT With A Line-By-Line Explanation
(Full-Day or 2 Half-Days)
Thursday June 6, 2024 or 2 Half-Days 6/6 & 6/7
or Any Full Day or 2 Half-Days Mon.-Thurs. July 15-18
or Any Full Day or 2 Half-Days Mon.-Thurs. Aug. 19-22
All New (2024) Pre-Recorded Webinar With Live Q&A
$320.00 $285.00
8 Credits
Featuring all the Latest Tax Developments
(Full-Day or 2 Half-Days)
Wednesday June 5, 2024
(or 2 Half-Days option 6/5 & 6/6)
All New (2024) Pre-Recorded Webinar With Live Q&A
$315.00 $290.00
8 Credits
Featuring All The Latest Tax Topics
(Full-Day or 2 Half-Days)
Wednesday July 24, 2024
(or 2 Half-Days 7/24 & 7/25)
or Any Full Day or 2 Half-Days Mon.-Thurs. Aug. 19-22
All New (2024) Pre-Recorded Webinar With Live Q&A
from $285.00
8 Credits
A Brand-New Seminar
(Full-Day or 2 Half-Days)
Tuesday May 21, 2024
(or 2 Half-Days 5/21 & 5/22)
or Any Full Day or 2 Half-Days Mon.-Thurs. June 17-20
or Any Full Day or 2 Half-Days Mon.-Thurs. July 15-18
or Any Full Day or 2 Half-Days Mon.-Thurs. Aug. 19-22
All New (2024) Pre-Recorded Webinar With Live Q&A
$320.00 $285.00