Selling a Family Business: Legal, Financial, and Estate Planning Considerations

CREDITS: 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.
  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Federal Taxation
  • Advance Preparation: None Required
  • $100.00 $49.00
    Location
    Date
    Important Message
    -
    +

    Attendee Names

    Note: Please make sure you enter each attendee name correctly. This is so they don't miss out on earning credits and receiving course material.

    All attendees are required to register and pay even when not earning CPE credit.

    1st Attendee

    Please check off what type of credits you are registering for:

    (check off all that apply)

    Please choose the types of credits this attendee is registering for

    CPAs do not need to enroll for IRS credit. Please check only one of these boxes.

    $49.00
    Add to wishlist

    CLICK HERE FOR FAQs

    For multiple seminar discounts or for firm discounts please contact us

    Recently Viewed Products

    Our website will be closed for seminar registrations every Friday at sundown and will re-open Saturday after sundown. You can still view the seminar archives using your link.

    To download our Summer 2024 Schedule click here.
    To download our CLE brochure click here.

    For any questions or concerns please email us at cpe@aceseminars.com or leave a message at (718) 544-1929.