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Buying and Selling a Business: Critical Tax and Structuring Issues (SELL14)
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One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has

10/30/2014
When: 10/30/2014
8:30 am until 4:30 pm
Where: LCPA Training Center
2400 Veterans Memorial Blvd
Ste 500
Kenner, Louisiana  70062
Presenter: Jeffrey Snyder


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One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

 

Designed for: All practitioners who will be involved in the sale of a business

 

Objectives:

  • Understand what factors must be considered in due diligence and in developing a valuation
  • Identify the different tax consequences for various forms of acquired business
  • Appreciate §338 and §338(h)(10) elections and the benefits of installment sales
  •  

Highlights:

  • Spreadsheet analysis to develop an offer price using the discounted cash flow and alternate valuation methods
  • Understanding confidentiality agreements, memorandums of understanding, and asset purchase agreements
  • Recognizing the need for due diligence in acquisitions -- checklists of important points
  • Deemed asset sales -- Is §338 or §338(h)(10) appropriate?
  • The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business
  • How to allocate purchase price for tax advantage
  • Liquidations as alternatives to sales of a business
  • Planning to avoid double taxation under repeal of the General Utilities doctrine
  • Special problems and opportunities when an S corporation is the buyer or seller
  • Installment sale and interest issues
  • Avoiding tax pitfalls and recognition of tax planning opportunities
  • Bootstrap acquisitions
  • State tax issues
  • Unique issues in buying and selling of LLC/partnership interests
  • Individually owned goodwill
 

Requisite Knowledge: A basic course in partnerships/LLCs; experience with C corporations

 

Speaker: Jeffrey Snyder

Vendor: Surgent McCoy

Field of Study: Taxation

Level: Intermediate

CPE Credits: 8

 

Registration Fees:

 

Members

CPA Non-Members

Early Bird (through 10/15)

$276

$376

Standard (after 10/15)

$326

$426

 


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Society of Louisiana
Certified Public Accountants

2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

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