Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023

The sale of a business is often the culmination of years, if not a lifetime, of hard work. One of the most significant aspects of these transactions is how it will be taxed. Learning about some of the planning opportunities can provide your clients with great value. Specifically, this webinar will cover:

• The core concepts:
  • Double taxation
  • Stock v asset sales
  • Taxation of dividends
  • Taxation of redemptions
  • Taxation of liquidations
  • The BIG tax
  • Corporate reorganizations
     
• Learning Objectives:
  • Tax incentives for equity investments in small business corporations
  • Installment sale basics
  • Basics of charitable remainder trusts
  • Why consider making an Incomplete gift to a non-grantor trust
  • important tax and financial planning techniques to know about when advising on the sales of a business
  • understanding double taxation
  • the different tax characteristics of different forms of business, such as an S corp, and C-corp

Who should attend:

• Investment Advisors
• Fnancial Planners
• Wealth Managers
• Institutional Investment Plan Trustees
• Institutional Investment Consultants
• Financial Analysts
• Securities and Research Analysts

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a partner at Keebler & Associates of Green Bay, Wis. For over three decades, Bob has been a pre-eminent educator of CPAs on personal financial planning and taxation. He's taught monthly on A4A for 13 years. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators.

This webinar is expected to be eligible for one-hour of CE credit toward the CIMA^® and CPWA^® certifications, IRS EA CE, CFP^® CE and PACE credit toward the CLU^® and ChFC^® designations, and for live CPA CPE credit.

Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($120/year).
CPE credit: 1 hour, in the Taxes field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please email This email address is being protected from spambots. You need JavaScript enabled to view it..

Advisors4Advisors 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. Advisors4Advisors is also approved as a continuing education sponsor by IWI, which administers the CIMA^® and CPWA^® designations, and CFP Board of Standards, which licenses the designation for CFP^® professionals.