Future Sale of a Business: Minimizing the Tax Consequences

Webinar: ID# 1016932
Recorded CD
About This Course:
Gain a practical understanding of the tax impact of the sale of a closely held business. Start with the current business structure and discuss implementing a tax planning strategy to get the business in a sellable position prior to an exit transaction.

Continue on with a discussion of the tax impact of different types of transactions on the various entity types. Planning ideas as well as potential traps for the unwary will be discussed.


Tax Considerations-Selling a Closely Held Business

Pre-Planning– Getting Ready for the Transaction

Starting Point-What Is Your Current Structure?
  • Entity Types
  • Partnership
  • S Corporation
  • C Corp
  • Disregarded Entity
Accounting Issues
Understanding Due Diligence
Deal Structures – Tax Implications
  • Basic Rules
Who Is the Buyer?
  • Internal
  • External
  • Strategic
  • Financial
Asset Sales
  • Allocations
  • Corporate Issues
  • Capital Gain/Ordinary Income
  • Personal Goodwill
  • Liquidation
Equity Sales
  • Partnerships
  • Corporate
  • Section 338
  • Section 336
  • Section 382
  • Going Public
  • ESOP
Getting Paid
  • Fixed
  • Contingent
  • Allocations
About The Presenter

Barry Weins
  • Tax partner with Cherry Bekaert LLP, based in the Firm’s Tampa Bay practice
  • Certified Public Accountant and an attorney with more than 25 years of tax experience
  • Extensive experience includes providing income tax planning and compliance services for S corporations, partnerships, individuals and corporations
  • Worked with individuals on trust and estate planning and income taxation issues
  • Significant experience in advising clients on both the buy side and sell side of mergers and acquisitions
  • Taught numerous internal and external seminars on buying and selling a business, succession planning and other topics
Future Sale of a Business: Minimizing the Tax Consequences
Available on CD format
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