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Creative Strategies for Buying, Selling, or Gifting a Business


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 course explores the entrance and exit strategies available to business owners.


Valuation methods 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 S corporation stock transfer to trusts Family limited partnerships Self-canceling installment notes Transferring a business interest with an ESOP


At the end of this course, you will be able to: Compare several options in the strategic area of buying, selling, and gifting business interests.


Basic understanding of estate planning

Designed For:

CPAs, EAs, financial planners, attorneys


Arthur Werner
Art is currently a shareholder in the lecture firm of Werner-Rocca Seminars, LTD. His areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Art is an adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School and is a member of the Pennsylvania Bar. Art lectures extensively to certified public accountants, enrolled agents, insurance agents, and financial planners in the areas of estate planning, financial planning, and estate and gift taxation. He has presented well in excess of 1,500 seminars over the past fifteen years. Art has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, awarded the AICPA Outstanding Discussion Leader Award in Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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