Business & Securities Law

4.7

Business Ownership Succession Planning

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
3 hours 1 minute
Harry Teichman
With Harry P. Teichman from Stinson LLP
Recorded September 06, 2024
Product ID 98980

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Overview

Craft Effective Plans for Exit, Sale, and Transfer of Business

It's your job to help your business clients plan ahead, to allow them the freedom and peace of mind of leaving their business ventures in trusted hands. Are you prepared for the challenges of valuing professional practices, intricate control and asset entanglements, and future tax implications? This course will provide you with the tools and skills you need to help your clients determine their best course of action, to structure a detailed plan, and to implement it without a hitch. Register today!

  • Weigh top options of transfer of a business and identify which fits each client best.
  • Explore key legal and tax considerations that must be reviewed when transferring a company.
  • Accurately value tough-to-quantify business assets.
  • Find out how to leverage gifts and trusts in business succession.

Abbreviated Agenda

  1. Preparing the Succession Plan, Advisor's Roles
  2. Buy-Sell Agreements
  3. Valuation of Closely-Held Companies and Professional Practices
  4. Tax Aspects of Business Succession Planning
  5. Gifts, Trusts, and Lifetime Transfers
  6. Estate Planning for Business Owners

Related Topics

Product ID 98980

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Preparing the Succession Plan, Advisor's Roles

  2. Buy-Sell Agreements

  3. Valuation of Closely-Held Companies and Professional Practices

  4. Tax Aspects of Business Succession Planning

  5. Gifts, Trusts, and Lifetime Transfers

  6. Estate Planning for Business Owners

Who Should Attend

This program is designed for attorneys. It may also benefit accountants, tax professionals, and paralegals.

Speakers

Harry P Teichman
Harry P.
Teichman
Stinson LLP
Speaker bio
Harry P Teichman

Harry P. Teichman

Stinson LLP
Harry Teichman

is a partner with Taylor English Duma LLP. He brings nearly 25 years of experience to Taylor English as a trusted resource for tax, corporate and estate planning clients. A partner in the firm's tax practice, Mr. Teichman supports clients in a variety of services, including franchising, corporate structuring, wills/trusts, leases, employment agreements and succession planning. He has extensive experience representing real estate developers, startup fundraisers, not-for-profits, franchise and multi-unit business owners, and doctors and other professionals. Mr. Teichman earned his B.B.A. degree from City University of New York-Baruch College; his J.D. degree from University of Miami School of Law; and his LL.M. degree in taxation from New York University School of Law.

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