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Business Succession with Intentionally Defective Trusts—Super-Charging M&A | (161026B_N) |
Course CPE: 2 Hours Fields of Study: Business Management & Organization–2 hrs Program Level: Overview Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels. Advanced Preparation: None Delivery Method: Self-Study |
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Number: 16PMANOLA1026B
Shipping Weight: 0lbs. 0oz. |
Price:
$140.00 |
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Recording Date: October 25, 2016
Presenter: Eido Walny
Program Description:
Everyone knows that business succession planning is important, yet not enough business owners engage in appropriate planning. Effective M&A transcends the deal itself, especially when considering the economic ramifications on the selling business owner’s family. Advanced trust structures offer a means to engage in tax efficient, structured M&A that will benefit the family for generations to come and offer them highly effective asset protection means that they could not establish for themselves.
After completing this course, you will be able to:
- Recognize that M&A is more than just a sales agreement
- Identify when in the process to engage an advanced estate planning attorney
- Recognize the benefits of advanced trust structures
- Recognize the transfer tax benefits of advanced succession planning
- Differentiate between gifting and selling assets in trust
- Identify the benefits of asset protection for family members
- Select advanced trust structures to super-charge an M&A deal
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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