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Asset Sale vs. Stock Sale: Tax Considerations

Gain a better understanding of the tax ramifications of structuring the transaction as an asset sale vs. a stock sale.The seller and the buyer in a sale of a business frequently have very different ideas as to how the transaction should be structured. There are very serious consequences to each party that must be considered when deciding how the deal should be structured for your client. This topic will help you identify the issues what you must think about and the consequences of the structure of the transaction upon your client.
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Why Lorman?

Over 33 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

General
  • What Is a Stock Sale?
  • What Is an Asset Sale?
  • What If the Business Is Not Incorporated?
Stock Sale
  • Tax Advantages and Disadvantages to Each Party
  • Ease of Transfer
  • Liability
  • Employee Benefit Plans - Including Pensions, 401(k), Health Plans, etc.
  • Identifying Assets Which the Seller Wants to Keep and How to Carve Them out
  • Structuring Payment
Asset Sale
  • Tax Advantages and Disadvantages to Each Party
  • Identifying the Assets to Be Transferred to the Buyer
  • Identifying the Assets to Be Retained by the Seller
  • Identifying and Valuing Goodwill
  • Liability
  • Structuring Payment
  • Transferring Assets
Which Structure Is the Best for Your Client?
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More Program Information

Why Lorman?

Over 33 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

Audio & Reference Manual

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

MP3 Download

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

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More Program Information

Why Lorman?

Over 33 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

Judith A. Flory, Esq.

Judith A. Flory, Esq.

The Law Offices of Judith A. Flory, PLLC

  • Attorney with The Law Offices of Judith A. Flory, PLLC
  • Practices in the areas of estate planning, estate administration, taxation; corporate law, qualified retirement plans, pension and benefit planning; and buying and selling businesses
  • Frequently lectures on estate planning, estate taxation, closely held businesses and complex issues concerning the establishment of retirement plans and tax issues related there to
  • J.D. degree, cum laude, Albany Law School; B.A. degree in political science, cum laude, Siena College
  • Can be contacted at 518-449-1421 or [email protected]
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Why Lorman?

Over 33 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.

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Product ID: 406839
Published 2020
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