With this two-hour course, you will:
- Consider the tax, legal, and non-legal goals in business succession planning
- Minimize tax in succession planning
- Provide cash flow to the retired business owner
- Uncover critical issues when passing the business to the children
- Review the various types of valuation discounts
- Use examples of successful and unsuccessful succession plans
||2 Federal Tax
||2 Federal Tax
||1.5 General MCLE
Course level: Intermediate
Basic knowledge of business planning is required.
Want to order by phone? Call us at: (714) 776-7850
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Robert A. Briskin, Esq., LL.M. in Tax Law.
Robert A. Briskin is a Certified Specialist in Taxation Law by the State Bar of California. He is a frequent speaker before accounting groups, Bar groups, and other professional associations. He is an AV-rated attorney by Martindale-Hubbell. Robert Briskin has over 30 years of experience in representing clients on major corporate, business, and real estate transactional matters, and is highly respected for his creativity in business and tax planning. He has a B.A. Degree from the University of Michigan, a J.D. Degree from Wayne State University and an LL.M. Degree in Tax Law from the New York University School of Law.
This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, Inc. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for two hours of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. Basic knowledge of business planning is required.