LIVE WEBCAST Getting the Tax Aspects of Business Planning Right From Formation to Termination 102-17
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This course presents a unique ‘hands-on’ opportunity to understand the tax aspects of the decision-making process that a business owner must undertake throughout the life cycle of the business. The session begins with the class agreeing to a basic set of facts about the business -- its products and services, number of owners, and so on.

 Export to Your Calendar 9/18/2017
When: 7:30 AM - 3:45 PM
Where: Webinar Version of Live Group Seminar
United States
Presenter: Martin Satinsky
Contact: April Deneault
801-466-8022


Online registration is available until: 9/17/2017
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Acronym TABP17
CPE 8 hours
Category
Tax
Level Intermediate
Vendor Surgent
Who should attend

CPAs who advise client business entities or their own firm on the tax-oriented aspects of business decision making

Prerequisite
Some experience in, and a working knowledge of, the fundamental principles of business taxation
Fees: Early Bird
(through 9/4)
Standard
(after 9/4)
Member $257 $285
Non-Member: N/A
$340

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
This course presents a unique ‘hands-on’ opportunity to understand the tax aspects of the decision-making process that a business owner must undertake throughout the life cycle of the business. The session begins with the class agreeing to a basic set of facts about the business -- its products and services, number of owners, and so on. From there we will proceed through a discussion of key life cycle decisions and their tax-oriented alternatives, beginning with choice of entity and moving through additional key decisions affecting the operation, maturation, and growth of the business. The day culminates with an exercise in which teams of participants will independently negotiate the terms of a sale of the mature business, based upon a final set of facts agreed to by the class as a whole. The most fascinating aspect of this exercise is watching the class react to just how different the final sales terms can be for each team. A highly interactive and participatory way to expand your understanding in this complex area.

 

Major Subjects

  • Choice of entity considerations
  • Payroll and health care
  • Business expansion
  • Multi-state tax implications
  • Pension plans
  • Asset acquisition within the operating company or a separate entity or leasing and inventory treatment
  • Negotiation of terms of sale

Objectives

  • Understand the ways in which tax-oriented alternatives impact key life cycle decisions of a business and the ways in which the facts and attributes of a given business impact these choices
  • Be able to articulate and apply a structured process for evaluating a decision in light of the business’s unique circumstances and determining the best alternatives from a tax standpoint