Entrance and Exit Strategies for Buying, Selling, and Gifting Business Interests.
In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this online event will explore the entrance and exit strategies available to business owners from different perspectives.
This session by expert Arthur J. Werner will help you gain confidence while giving advice in the strategic area of buying, selling and gifting business interests. Arthur will share his expertise on a number of areas, including valuation methods, taxation issues, family limited partnerships, gifting of business interests, and much more!
Stock purchase versus asset purchase issues
Estate transfer and tax issues
Gifting of business interests
Transfer of business interests to split-interest trusts and grantor retained trusts
Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...