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Author: Sebastian V. Grassi, Jr., J.D. and Julius H. Giarmarco, J.D., LL.M.
Description:
This course written by Sebastian V. Grassi, Jr., J.D. (www.probateandtrusts.com) and Julius H. Giarmarco, J.D., LL.M. summarizes the fundamentals of business succession planning to help family business owners assess their goals and consider the economic, legal, and tax implications of various plans.
This course discusses the five phases of implementing a successful business plan which include:
- Determining the business owner's long-term goals and objectives for the family business
- Determining the financial needs of the business owner and his or her spouse, and to develop a viable plan that ensures their financial security
- Determining who will manage the business and developing the management team
- Determining who will own the business and how to transfer the owner's interest in the business to the new owner
- Minimizing transfer taxes and preparing an appropriate estate plan
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Course Details:
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Price: $36.00
Field of Study: Taxes
Prerequisites: None
Level: Overview
Advanced Preparation: None
CTEC course number: 1075-CE-5571
Course was last updated on: 04/24/09
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Library:
Learning Center Core
Wealth Management
Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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| Credit Available For: |
Units |
| CPE |
3.0 CPE |
| QAS |
3.0 CPE |
| CFP® (Accepted by the CFP Board) |
1.0 CPE |
| Enrolled Agent (Accepted by the IRS) |
3.0 CPE |
| CTEC Federal |
3.0 CE |
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Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.
Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.
CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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