Course ID: CSBS

Creative Strategies for Buying, Selling, or Gifting a Business

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.

Learning Objectives

Compare several options in the strategic area of buying, selling, and gifting business interests.

Major Topics

  • 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

Fields of Study



Basic understanding of estate planning


Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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