Online CLE Course - Updates in Business Succession and Exit Planning

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Updates in Business Succession and Exit Planning

Description
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User Reviews

95.00% Recommend

Faculty:	Dr. Bart A. Basi
Production Date:	February 8 2011

Description

In order to plan for takeovers by future generations, business owners and their attorneys need to establish sound business succession and exit plans. Join attorney and CPA, Dr. Bart Basi, in this update to his extremely popular course, "Business Succession and Exit Planning." Dr. Basi outlines the goals of a succession plan and explains how business owners can transfer their ownership interests while retaining control and minimizing their tax liabilities. Additionally, he provides helpful guidance on selecting successors and qualified professionals to execute succession plans. Dr. Basi concludes by offering insights about buy/sell agreements and planning through trusts and life insurance, and discusses how the 2010 estate tax laws will affect these important plans. This course is essential for all attorneys who represent business entities.

Learning Objectives:
I.   Understand what is Succession Planning
II. Know what to look for when selecting a professional
III. Understand how to choose a successor
IV. Know how to Value a business
V.   Understand Buy/Sell Agreements

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User Reviews

Andrew (Rochester, NY)

Excellent presentation by Dr. Basi

Daniel (Fairfax, VA)

Great start in a complex field.

Richard (Decatur, IL)

The best yet from Basi!

Howard (Roseland, NJ)

Another excellent presentation by Dr. Basi. H.

Thomas (Upper Marlboro, MD)

Very good speaker

Melissa (Fremont, CA)

A very good program

Kelley (Manteca, CA)

Dr. Basi so knowledgeable and interesting!

Miles (Palo Alto, CA)

Dr. Basi is a good speaker.

James H. (Surprise, AZ)

Excellent

Gregg (Thousand Oaks, CA)

Great course.

Matthew (Huntington Beach, CA)

excellent knowledge

D Kenneth (Encinitas, CA)

Excellent speaker & course

Philip (Fallbrook, CA)

Consistently an outstanding speaker!

Juliet (Cedar Park, TX)

Dr. Basi's presentations are always very informative!

Jeannie (Arroyo Grande, CA)

Liked the personal experiences shared; easy to understand, interesting, very informative.

ira (rancho santa fe, CA)

Excellent speaker with great knowledge of the subject as well as important matters ancillary to the primary focus of this seminar

Robert (Chicago, IL)

Very Well Done

Susan (White Stone, VA)

Excellent!

Teresa (Beverly Hills, CA)

I really like this instructor. He is always engaging and interesting.

Peter (Chatsworth, CA)

Quite informative. The presenter obviously knows his material.

James (Birmingham, AL)

inexpensive and convenient. Wish there were more options for classes for my state of AL. Thanks.

John (San Francisco, CA)

very practical

Nadia (San Leandro, CA)

I love Bart! He is so passionate about his subjects.

Susan (Boulder, CO)

Great course. A lot covered in a short amount of time.

Mark (Plano, TX)

terrific hour

Eugene (Denver, CO)

Wonderful presentation. Succinct. Practical.

John (Woodland Hills, CA)

Dr. Bart is great.

Carlo (San Francisco, CA)

Enjoyable,worthwhile course

Kelly (Chantilly, VA)

Excellent.

Frederick (Falls Church, VA)

Excellent presentation. Excellent discussion of a very useful topic. Content was terrific!

David (Duck, NC)

The instructors comments on control and its potential effect on taxes alone makes the course worth the time.

Dayna (Pearl River, NY)

I really enjoy all of Bart's courses.

Shengxi (Burlington, MA)

very clear and very thorough, highly recommend it!

Kent (Safety Harbor, FL)

Bassi is one of your best presenters. He makes dry stuff interesting, and has that unique ability to be highly competent without a trace of arrogance.

Charles (Arlington, VA)

Excellent. Comprehensive. Valuable.

Daniel (Washington, DC)

Excellent

Carmen (Okemos, MI)

Nicely done on a complex topic.

Percy (Coral Gables, FL)

most knowledgeable lecturer offered

Kash (Tylertown, MS)

Excellent presentation by a very knowledgeable speaker

Clement (St Petersburg, FL)

Very good -- an excellent speaker -- clear and on point.

William (Lake Forest, IL)

Dr. Basi is consistenly solid in his presentations.

John (Dallas, TX)

Good speaker

Henry (Richmond, VA)

Dr. Basi is an amazing instructor, he makes these CLEs a very enjoyable experience and provides fantastic bits of wisdom.

lisa (evanston, IL)

Excellent speaker; important issues.

Richard (Downers Grove, IL)

Extremely informative.

Dean (Buffalo Grove, IL)

Extemely well done.

Andrew (Houston, TX)

This was the best lawline course that I've taken in the 3 years I've been using lawline.com. Great job!

John (Burr Ridge, IL)

I have just finished all of my CE and I feel that Bart Basi is far and away the best presenter that you have.

Barry (Southlake, TX)

Best instructor at Lawline.

Daniel (Chicago,, IL)

a great overview of important issues in estate and succession planning.

Inga (Talllahassee, FL)

EXCELLENT

Teresa (Irvine, CA)

Very thought provoking lecture.

Neil (Naples, FL)

good!

Ruthann (Los Angeles, CA)

Superb speaker, presentation and material.

Benjamin Azubuike (Pasadena, CA)

Excellent

william (richmond, VA)

This fellow could just read a phone book and still be interesting.

Kristin (Fairfax, VA)

One of the better presenters!

Charlene (PARRISH, FL)

Dr. Basi is a great teacher, and gives us really important information.

Melissa (Scarsdale, NY)

Very informative!

Robert (Sterling, VA)

Bart Basi is a superb speaker. I feel as though he is speaking directly to me. Very rare gift!

Charles (Burke, VA)

As usual from Dr. Basi, an excellent presentation.

virginia (mattapoisett, MA)

Dr. Basi is the best lecturer! Thank you.

Mark (Wilmette, IL)

Excellent

Kate (Alexandria, VA)

I don't even practice in this field, but I found that Dr. Basi's presentation was full of practical and interesting information.

Nancy (BURR RIDGE, IL)

He is a very good speaker and can keep the audience engaged

Gregory (St Petersburg, FL)

Dr Basi is outstanding.

Willliam (Point Harbor, NC)

Quite Good

Juan (Fort Lauderdale, FL)

Very knowledegable speaker.

Hector (Moline, IL)

Really good introduction to the subject for a long-time trial lawyer like me...

Thomas (Nashville, TN)

One of the very best. Liked the up close shot, the video quality, and the background.

David B. (Orlando, FL)

An excellent summary of a very complex subject, very informattive

Thomas (Sonoma, CA)

Dr. Basi is easily the best CLE presenter I have seen. He does the best at teaching concepts and how they actually work in the real world. Additionally, the new video is much higher quality. Great improvements.