- Discuss options for business owners seeking to transition business to next generation or third-party buyers;
- Compare asset sale versus equity sale options and impact of payment options;
- Discuss allocation methodologies and personal goodwill opportunities;
- Discuss multistate income taxation considerations resulting from exit transactions;
- Briefly discuss nontaxable mergers and spinoffs; and
- Discuss estate tax planning opportunities and risks related to exit transactions, such as charitable remainder trusts, intentionally defective grantor trust, and valuation discounts.
In-person seminar (100 Front Street Conference Center with coffee/Danish spread) and webinar broadcast option.