CPCLE 109 - Integ. Estate Plan:Succ.Plan.

Institution:

Neumann University

Subject:

Description:

3 Substantive Hours and .5 Hour Ethics CLE; 2 Hours Other and 2 Hours Tax CPE. This course is designed to provide suburban general practitioners and CPAs with the fundamental knowledge and skills to counsel their closely held business clients in the area of business succession estate planning. Often, a closely held business client's greatest asset and greatest source of income is his or her closely held business. This course will discuss the significant tax and non-tax considerations and various ways to structure the transfer of an equity interest in a closely held business, or its value, to the younger generation from the use of buy-sell agreements to more complex transactions utilizing limited liability companies and Intentionally Defective Grantor Trusts to ensure a successful transition of ownership. This course will also address various ethical considerations that may arise.

Credits:

0.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.neumann.edu

Phone Number:

(610) 459-0905

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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