NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Creative Strategies for Buying, Selling, or Gifting a Business
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Online Registration Form

Date: August 09, 2019
Location: The Cornhusker Marriott, Lincoln
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.
Objectives
* Compare several options in the strategic area of buying, selling, and gifting business interests.
Highlights
* Valuation methods * Stock purchase versus asset purchase issues * Estate transfer and tax issues * Gifting of business interests * Transfer of business interests to split-interest trusts and grantor retained trusts * S corporation stock transfer to trusts * Family limited partnerships * Self-canceling installment notes * Transferring a business interest with an ESOP
Who Should Attend
CPAs, EAs, financial planners, attorneys

Course Level Intermediate
Prerequisites Basic understanding of estate planning
Course IDCSBS
Discussion LeaderArt Werner, Werner Rocca
CPE Credit8
Additional Information: Parking and lunch are provided on-site.
Fee: $265 - Society Member
$315 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731