Advising Business Owners: Tax Saving Strategies And Planning Considerations Seminar training classes conferences & workshops presented by Lorman Education Seminars register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 
find similar training...
Search by state...
Email this event ...

Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this Lorman Education Seminars training seminar

We are an authorized partner of Lorman Education Seminars

 

Price protection. The price to attend Advising Business Owners: Tax Saving Strategies And Planning Considerations is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider Lorman Education Seminars.


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for Advising Business Owners: Tax Saving Strategies And Planning Considerations seminar by Lorman Education Seminars.
Register online, by phone, or fax.
Who should attend Advising Business Owners: Tax Saving Strategies And Planning Considerations
This seminar is designed for attorneys, CPAs, business owners and managers, CEOs, CFOs, controllers, tax managers, financial and estate planners, insurance professionals and enrolled agents
Reviews
Write and read Lorman Education Seminars reviews and reviews about the training seminar Advising Business Owners: Tax Saving Strategies And Planning Considerations on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar Advising Business Owners: Tax Saving Strategies And Planning Considerations

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
Education and training domain names

Education and training news articles

hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

 

Advising Business Owners: Tax Saving Strategies And Planning Considerations  

 Email information about this seminar Advising Business Owners: Tax Saving Strategies And Planning Considerations by Lorman Education Seminars to yourself your manager or associates Email this event... View and register for other training seminars like Advising Business Owners: Tax Saving Strategies And Planning Considerations by Lorman Education Seminars on FindaSeminar.com Find similar training.. Find and register for other training seminars by Lorman Education Seminars on FindaSeminar.com Other seminars from Lorman Education Seminars

By:

training seminars by Lorman Education Seminars Lorman Education Seminars   

For:

This seminar is designed for attorneys, CPAs, business owners and managers, CEOs, CFOs, controllers, tax managers, financial and estate planners, insurance professionals and enrolled agents

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

This one-day seminar is designed to enhance your working knowledge of the critical tax issues affecting business owners (see full course description)

 
 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

tax+saving+strategies+business+money training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 
 

 

share this page 

print the agenda print agenda for the Advising Business Owners: Tax Saving Strategies And Planning Considerations seminar

 

 

Training Course Syllabus:


This seminar is designed for attorneys, CPAs, business owners and managers, CEOs, CFOs, controllers, tax managers, financial and estate planners, insurance professionals and enrolled agents.

This one-day seminar is designed to enhance your working knowledge of the critical tax issues affecting business owners. Discussions and workshops will explore the income and estate tax saving techniques commonly used by practitioners today, and allow you to more confidently and effectively handle your clients’ tax planning needs. Specifically, this seminar will highlight:

• Recent Legislation

• Business Formation

• Income Tax Considerations

• Valuation Principles

• Estate And Gift Planning Techniques

• Third Party Exit Strategies

8:30 a.m. - 9:15 a.m.

I. Recent Legislation

9:15 a.m. - 10:30 a.m.

II. Business Formation: Thinking Ahead

A. Tax Considerations In Choice Of Entity

B. Other Considerations In Choice Of Entity

C. How To Change/Shift

D. LLC Operating And Shareholder Agreements

1. Need For Agreements

2. Components Of Agreements

10:30 a.m. - 10:40 a.m.

Break

10:40 a.m. - 11:30 a.m.

III. Income Tax Considerations For The Business Owner

A. Tax Deductions For Business Owners

B. Employee Benefits

C. How To Finance The Small Business Plan

1. Capital Needs

2. Sources Of Capital

11:30 a.m. - 12:15 p.m.

IV. Valuation Principles

A. Valuation Of Closely Held Interests

B. Transfers Of Minority Interests

C. Transfers Of Controlling Interests

12:15 p.m. - 1:15 p.m.

Lunch (On Your Own)

1:15 p.m. - 2:45 p.m.

V. Estate And Gift Planning Techniques

A. Estate And Gift Planning Basics Overview

1. Succession Planning

2. Retirement Considerations For The Owner

B. Family Limited Partnerships Or Family Limited LLC’s

1. Reasons For Entering Into FLP Or FLC

C. Components Of Agreements

2:45 p.m. - 2:55 p.m.

Break

2:55 p.m. - 3:30 p.m.

V. Estate And Gift Planning Techniques (Continued)

D. Valuation Of Transfers Of Interests

E. Recent IRS Scrutiny

3:30 p.m. - 4:15 p.m.

VI. Third Party Exit Strategies

A. Retirement Considerations For The Owner

B. Status Of The Marketplace

C. Opportunities For Transition (Management Team, Outside Buyer, ESOP, etc.)

4:15 p.m. - 4:30 p.m.

VII. Questions And Answers

Seminar Summary:

This one-day seminar is designed to enhance your working knowledge of the critical tax issues affecting business owners (see full course description)

print this agenda print agenda for the Advising Business Owners: Tax Saving Strategies And Planning Considerations training seminar

 view dates and locations for this seminar

 

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2014 FindaSeminar.com™ All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network

   

Custom Search