Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual

Future Sale of a Business: Minimizing the Tax Consequences

Make sure you are up to speed on the tax implications on the sale of a closely held company.

Gain a practical understanding of the tax impact of the sale of a closely held business. Start with the current business structure and discuss implementing a tax planning strategy to get the business in a sellable position prior to an exit transaction. Continue on with a discussion of the tax impact of different types of transactions on the various entity types. Planning ideas as well as potential traps for the unwary will be discussed.

Runtime: 96 minutes
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Tax Considerations in Selling a Closely Held Business

Pre-Planning - Getting Ready for the Transaction

Starting Point

What Is Your Current Structure?

  • Entity Types
  • Partnership
  • S Corporation
  • C Corp
  • Disregarded Entity

Accounting Issues

Understanding Due Diligence

Deal Structures - Tax Implications

  • Basic Rules

Who Is the Buyer?

  • Internal
  • External
  • Strategic
  • Financial

Asset Sales

  • Allocations
  • Corporate Issues
  • Capital Gain/Ordinary Income
  • Personal Goodwill
  • Liquidation

Equity Sales

  • Partnerships
  • Corporate

Reorganizations

  • Section 338
  • Section 336
  • Section 382
  • Going Public
  • ESOP

Getting Paid

  • Fixed
  • Contingent
  • Allocations
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Barry Weins

Barry Weins

Cherry Bekaert LLP

  • Tax partner with Cherry Bekaert LLP, based in the Firm’s Tampa Bay practice
  • Certified Public Accountant and an attorney with more than 25 years of tax experience
  • Extensive experience includes providing income tax planning and compliance services for S corporations, partnerships, individuals and corporations
  • Worked with individuals on trust and estate planning and income taxation issues
  • Significant experience in advising clients on both the buy side and sell side of mergers and acquisitions
  • Taught numerous internal and external seminars on buying and selling a business, succession planning and other topics
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 394238
Published 2015
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!