Succession Planning for Business (and Real Estate, Farm and Ranch) Upd
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Succession Planning for Business (and Real Estate, Farm and Ranch) Update - Saving the Goose that Lays the Golden Egg


Total Credits: 4 including 4 Taxes - Technical

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Category:
ACPEN Industry Institute |  Tax |  ACPEN Tax Institute |  IRS Approved
Faculty:
Bradley Burnett, J.D., LL.M.
Course Levels:
Intermediate
Duration:
4 Hours
License:
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.

Description

This course analyzes why family business succession plans (or the lack thereof) most often fail, identifies the precipitating downfalls and explores remedies to prevent them. A model(s) is presented for effective succession from one generation to the next. Particular emphasis is provided on how recent developments and estate and gift tax uncertainty on the immediate horizon may tip the balance.

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

 

Basic Course Information

Learning Objectives
  • To learn the challenges and opportunities facing entrepreneurial business desiring to pass on within the family to a future generation(s) and approaches and tax breaks making it possible

Major Subjects
  • Basic questions to be addressed for effective succession planning 
  • Developing a plan (step-by-step format)
  • Recent developments worthy of attention and action                             
  • When to begin planning, how often to revisit an existing plan                                                                 
  • Transfer and income tax considerations
  • Protection maneuvers against creditors, predators and in-laws                        
  • Capital structure devices: family partnerships, family LLCs, S corps  
  • Direct lifetime vs. testamentary gifts, transfers and intra-family sales              
  • Liquidity considerations      
  • Symptoms of a plan in trouble, possible solutions                           
  • How CPAs may enter the succession planning fray to build their own businesses

Course Materials

Faculty

Bradley Burnett, J.D., LL.M. Related seminars and products: 16


Bradley Burnett, J.D., LL.M. (Taxation), is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns.

Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.

Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE courses.

Bradley served as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an Employment Tax course and occasionally pinch hit teaching the IRS Practice and Procedure topic.  He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9.  Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences.

Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte’ is the candid communication of practical ideas relating to tax law.


Dates

Tue, Nov 27, 2018 - 11:00a to 03:00p EST
Wed, Dec 05, 2018 - 09:00a to 01:00p EST
Sat, Dec 08, 2018 - 09:00a to 01:00p EST
Fri, Dec 21, 2018 - 10:00a to 02:00p EST

Additional Info

Basic Course Information

Prerequisites The desire to learn
Advanced Preparation None
Designed For All CPAs
Original Recording Date 09/18/2018
Yellow Book No
Course Developer Bradley Burnett Tax Seminars, Ltd.
Date Added to Catalog 09/10/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based
Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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