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DTSTAMP:20260513T213903Z
DTSTART:20261113T160000Z
DTEND:20261113T233000Z
LOCATION: Your Desk
SUMMARY: Creative Strategies for Buying\, Selling\, and Gifting a Business WEBCAST
DESCRIPTION: Buying\, selling\, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax efficient transaction. This course provides a practical overview of the key tax implications and planning techniques involved in structuring these transfers. You'll examine valuation methods\, transaction types\, and the tools needed to guide clients through complex business decisions. We’ll also cover strategies for minimizing tax exposure and preserving family wealth\, including the use of trusts\, partnerships\, and ESOPs. Special attention is given to transferring business interests in a way that aligns with both personal and financial goals. Whether planning an exit or succession strategy\, this course prepares you to offer informed\, creative solutions.
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