NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Getting The Tax Aspects of Business Planning Right From Formation to Termination - NEW!

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Online Registration Form

Date: October 31, 2017
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
This course presents a unique ‘hands-on' opportunity to understand the tax aspects of the decision-making process that a business owner must undertake throughout the life cycle of the business. The session begins with the class agreeing to a basic set of facts about the business -- its products and services, number of owners, and so on. From there we will proceed through a discussion of key life cycle decisions and their tax-oriented alternatives, beginning with choice of entity and moving through additional key decisions affecting the operation, maturation, and growth of the business. The day culminates with an exercise in which teams of participants will independently negotiate the terms of a sale of the mature business, based upon a final set of facts agreed to by the class as a whole. The most fascinating aspect of this exercise is watching the class react to just how different the final sales terms can be for each team. A highly interactive and participatory way to expand your understanding in this complex area.
Objectives
* Understand the ways in which tax-oriented alternatives impact key life cycle decisions of a business and the ways in which the facts and attributes of a given business impact these choices * Be able to articulate and apply a structured process for evaluating a decision in light of the business's unique circumstances and determining the best alternatives from a tax standpoint.
Highlights
* Choice of entity considerations * Payroll and health care * Business expansion * Multi-state tax implications * Pension plans * Asset acquisition within the operating company or a separate entity or leasing and inventory treatment * Negotiation of terms of sale.
Who Should Attend
CPAs who advise client business entities or their own firm on the tax-oriented aspects of business decision making.

Course Level Intermediate
Prerequisites Some experience in, and a working knowledge of, the fundamental principles of business taxation.
Course IDTABP
Discussion LeaderMartin J. Satinsky, Surgent
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $255 - Society Member
$285 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731