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Tax Planning When Preparing to Sell a Business

1h 1m

Created on November 05, 2018

Intermediate

Overview

Assisting a client with selling their business can be a complicated task, and add in the tax consequences that they may be facing and you may be in over your head if you are not familiar with the process and the planning that needs to take place.

Attorney and CPA Roman Basi presents the fundamental concepts of selling a business and shares real case examples of the strategies that are used to help minimize the tax implications to business owners across the U.S.

This lecture explains in detail the structure of the transaction of selling or transferring a business and how best to minimize the tax liabilities that are created. Mr. Basi also shares with the viewers different methods that can be employed to defer taxes as well as some of the IRS tax rates and forms that are used for the tax analysis and the closing.


Learning Objectives:

  1. Break down the different corporate structures and how they play in role in planning for the sale or transfer of a company
  2. Identify methods of how to transfer a business, such as an asset sale vs. stock sales
  3. Address issues of tax deferrals
  4. Appreciate the different classification of taxes that will apply

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