Webinar Registration

Tax Strategies for Clients Selling a Business
Boost Your Client's Small Business, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, August, 22
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ET
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90 minutes
Earn 1.5 CE credit Trusted by 10,000+ financial advisors
Bob Keebler
Bob Keebler, CPA/PFS, MST, AEP, CGMA
Tax Expert Keebler & Associates

What You'll Learn

Many attorneys, CPAs, and financial advisors are familiar with the tax planning options relating to the set up and running of a business entity - - but what about the ultimate sale of a business? (Perhaps the biggest and most potentially taxing situation your business owner clients or prospects…

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What You'll Learn
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Webinar Description

Many attorneys, CPAs, and financial advisors are familiar with the tax planning options relating to the set up and running of a business entity - - but what about the ultimate sale of a business? (Perhaps the biggest and most potentially taxing situation your business owner clients or prospects will ever face!)

For example, do you know…

  • What are the traps and tricks of Installment Sale transactions?
  • How an Incomplete Gift Non-Grantor Trust can reduce a client’s state income tax liability?
  • What are the most recent developments and planning opportunities with DINGs and NINGs?
  • How to use a Charitable Remainder Trust to obtain deferral and manage tax brackets?
  • When a Charitable Lead Trust may be a better option?
  • What planning can reduce the 3.8% Net Investment Income Tax?
  • The tax incentives for equity investments in small business corporations?
  • How to use oil and gas investments to offset sale income?
  • When to take advantage of IRC Section 1045 Tax-Free Rollovers of Small Business Stock?
  • How about IRC Section 1202 and how to plan for the $10 million Small Business Sale Exclusion (and expand it through family gifting)?

Join nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) for this comprehensive presentation to learn tax strategies for any client selling a business.

 

*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA FEN Members will earn 1 CPE credit. 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.