Constructing the Long-Term Survival of Your Company

This critically important session focuses on the areas of business succession, estate planning, and liquidity issues for the privately held business owner in order for the company to successfully transition to the next generation or other successors/buyers. Attention is also given to non-family closely held businesses as techniques are explained that will assist these owners in preserving their assets. Some of the key topics addressed are: buy/sell agreements, importance of proper valuation methodologies and still lower the tax bill, liquidity planning, and family dynamics within a company. ***Special attention will be given to the upcoming major shift in estate tax law and how this will impact business owners and their companies.

• Identify Buy-Sell Agreements and corresponding tax ramifications.
• Determine how to take advantage of the current federal estate/gift tax law.
• Recognize the "Hidden" business succession/estate planning traps unknown to many of the most successful business owners.
• Determine how to course correct insufficient liquidity concerning future tax payments.
• Apply valuation methodologies that lower tax bills and still satisfy the IRS.

The estimated time to complete the course is approximately 75 minutes, depending on the pace of the learner.

Terrance Resnick