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Who should attend Compassionate Monarchism: A 21st Century Guide To Business Succession Planning
This one-day seminar is designed for attorneys, accountants, financial planners, presidents and vice presidents, business owners and managers, enrolled agents, finance executives, controllers, tax managers and consultants.
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Compassionate Monarchism: A 21st Century Guide To Business Succession Planning  

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This one-day seminar is designed for attorneys, accountants, financial planners, presidents and vice presidents, business owners and managers, enrolled agents, finance executives, controllers, tax managers and consultants.

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Seminar Summary:

This seminar will cover such topics as retirement strategies, compensation strategies, special issues for real estate developers, and more. (see full course description)

 
 

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print the agenda print agenda for the Compassionate Monarchism:  A 21st Century Guide To Business Succession Planning seminar

 

 

Training Course Syllabus:


Succession planning ties in estate planning practices with practical information about preserving value in family-owned assets. This includes retirement issues, and facilitating a transition to responsibility in management by the younger generation in a family. It is intended to give a 'big picture' view of the concerns of successful business people who are either approaching or at the end of their active careers. It ties together management succession, wealth protection, charitable giving and estate planning.

Seminar highlights:

  • Retirement strategies
  • Buy/sell
  • Compensation strategies
  • Special issues for real estate developers
  • Asset protection strategies

8:30 a.m. - 8:40 a.m.

I. Overview: Compassionate Monarchism

8:40 a.m. - 9:20 a.m.

II. Goals

A. Retirement Income

B. Pass On Control

C. Pass On Ownership

D. Minimize Estate Tax

E. Company Stability

F. Cash Flow For Other Family Members

9:20 a.m. - 10:00 a.m.

III. Building Blocks

A. Summary Of Estate Tax Rules

B. Self-Employment Taxes

C. Basis Step Up At Death

D. Special Allocations

E. Personal Service Corporation, Personal Holding Company

F. Valuation Discounts

G. Reasonable Compensation

H. Split Dollar Life Insurance (Executive Benefits/Tax Rate Arbitrage)

I. Bypass Trusts

J. ILITs

K. GST

L. Dynasty Trusts

M. Freeze

10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 10:50 a.m.

IV. Review

A. LLCs

B. Single Member LLCs

C. S-Corps

D. C-Corps

E. ESBT/QSSTs

F. Using Multiple Entities

10:50 a.m. - 11:30 a.m.

V. Retirement Strategies

A. Redemption

B. Sale Of Stock

C. Discounted Gifting

D. ESOP

E. Salary Continuation

F. Sale At Discounted Value

G. Grant Of Profits Interest

H. Options vs. Equity

I. Section 2036(b)

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

Lunch (On Your Own)

12:30 p.m. - 1:10 p.m.

VI. Buy/Sell

A. Chapter 14 Issues

B. Financing

C. Control Elements

D. Insurance

1:10 p.m. - 1:50 p.m.

VII. Compensation Strategies

A. Qualified Deferred Compensation

B. Non-Qualified Deferred Compensation

C. Martin's Ice Cream

D. Section 197

E. Split Dollar

1:50 p.m. - 2:30 p.m.

VIII. Special Issues For Real Estate Developers

2:30 p.m. - 2:40 p.m.

Break

2:40 p.m. - 3:20 p.m.

IX. Freeze Strategies

A. Section 2036/Chapter 14 Issues

B. Sale To Intentionally Defective Grantor Trust

C. Recapitalization

D. GRATs

E. SCINs

3:20 p.m. - 4:30 p.m.

X. Asset Protection Strategies

Seminar Summary:

This seminar will cover such topics as retirement strategies, compensation strategies, special issues for real estate developers, and more. (see full course description)

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