During this four hour CPE and CLE course (including 1 Hour of Ethics credit), firm partner Edward L. Perkins JD, LLM (Tax), CPA will discuss the smooth transfer of a business, with a focus on the succession planning process.
- Developing the Succession Estate Plan
- Determining What the Business is Really Worth
- Sale or Transfer Options Including Lifetime Gifts, Testamentary Transfers, Third Party Sale, and Related Party Sales, Charitable Bailouts
- Addressing Incapacity Issues
- Managing the Business in an Estate or Trust
- Paying the Estate Tax
Registration and more information is available by clicking HERE:
