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Creative Strategies for Buying, Selling, or Gifting a Business

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/18/2025 from 9:00 am to 4:37 pm
 Wed, 06/25/2025 from 10:00 am to 5:37 pm
 Thu, 07/10/2025 from 10:00 am to 5:37 pm
 Thu, 08/21/2025 from 3:00 pm to 10:37 pm
 Fri, 08/22/2025 from 11:00 am to 6:37 pm
 Wed, 09/10/2025 from 10:00 am to 5:37 pm
 Tue, 10/21/2025 from 3:00 pm to 10:37 pm
 Wed, 10/22/2025 from 11:00 am to 6:37 pm
 Mon, 11/10/2025 from 10:00 am to 5:37 pm
Designed For:

CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers

Prerequisite:

Basic understanding of business tax and estate planning strategies

Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios and practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities, and safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients.

Discover the potential for strategic success as you master topics including estate transfer and tax implications, gifting strategies, and the utilization of various trusts and partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax and estate planning. Join us and immerse yourself in a journey towards mastery in the vibrant landscape of business transactions.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Identify key tax risks associated with business transactions to minimize liabilities effectively
  • Discuss various strategies for estate planning to protect assets during business transfers
  • Explain the differences between stock purchase and asset purchase in business transactions
  • Analyze valuation methods to determine the fair market value of business interests accurately
  • Compare and contrast different gifting strategies for transferring business interests
  • Recognize the implications of transferring business interests to trusts and partnerships
  • Evaluate the advantages and disadvantages of utilizing self-canceling installment notes in transactions
  • Discuss the tax implications of transferring S corporation stock to trusts
  • Apply knowledge of estate transfer and tax issues to provide valuable advice to clients
  • Demonstrate the process of transferring business interests with an Employee Stock Ownership Plan (ESOP)

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.