Avatar

Steve Gorinís "Business Structuring Series" : Class #2: Qualified Business Stock Compared to Other Exit Strategies



Thursday August 29

3:00 PM EDT - 4:30 PM

Qualified Business Stock Compared to Other Exit Strategies

The IRC § 1202 exclusion for qualified small business stock helps one escape the C corporation roach motel. In this webinar, you will:

• Discover the benefits of obtaining the IRC § 1202 exclusion for qualified small business stock

• Learn the requirements for obtaining the IRC § 1202 exclusion and how they may affect business structure

• Compare exits using this federal exclusion to exits using pass-through entities, including when the IRC § 1202 exclusion may increase one’s tax liability relative to that of pass-through entities

• See how a business might be structured to try to get the best of all worlds


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:
 border=

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.

Steve crafts estate plans for individuals, keeping in mind their financial security and desire to save income and estate tax. In his work for businesses, Steve helps owners plan for the eventual sale (to co-owners, employees, or third parties)or transfer (to family members), and provides a legal framework for an orderly transition while strategically saving income, transfer, and FICA taxes.

Drawing on his background as an accountant ó and his still-current CPA license and Chartered Global Management Accountant credential ó Steve structures businesses to achieve business objectives and save income or estate tax. He has helped fledgling businesses organize, thriving businesses restructure to save hundreds of thousands of dollars of income tax when planning a transition to the next ownership group, and mature multi-million or billion-dollar businesses plan tax-saving transfers to the next generation.

Over the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, Business Succession Solutions," is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field." Steve also maintains a blog, Business Succession Solutions, intended to help business owners ó and those who advise or support them ó consider smart tax strategies.

Steve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.


Avatar Avatar

Alan Gassman,Christopher J. Denicolo,

July 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients - A Special Re-Broadcast

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

More Info
Avatar

Bob Keebler

July 19, 2019 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business. - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

July 24, 2019 3:00 PM EDT - 4:30 PM ET

IRAs to Charities and CRTs After the SECURE Act: A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler & Stephen J. Bigge

July 25, 2019 1:00 PM EDT - 2:30 PM EDT ET

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act A Special Re-Broadcast

More Info
Avatar

Alan Gassman

July 25, 2019 3:00 PM EDT - 4:30 PM EDT

Asset Protection for Businesses and Their Owners. A Special Re-Broadcast

More Info
Avatar

Steve Gorin

July 26, 2019 3:00 PM EDT - 4:30 PM

Steve Gorinís "Business Structuring Series" : Class #1: Choice of Entity after 2017 Tax Reform - Basics

More Info
Avatar

Mike Jones

August 01, 2019 3:00 PM EDT - 4:30 PM ET

Significant Semiannual Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration & Retirement Planning Issues Estate Planners Need To Know About

More Info
Avatar

Steve Oshins

August 09, 2019 3:00 PM EDT - 4:30 PM

Estate Planning for Large Estates

More Info
Avatar

Michael Carter

August 15, 2019 3:00 PM EDT - 4:00 PM ET

Michael Carter: How To Grow Your Firmís Revenue Using Business Valuations - FREE REGISTRATION - Limited to the first 1000 registrants.

More Info
Avatar Avatar Avatar

Howard Zaritsky, Marty Shenkman, Sandy Glazier

August 23, 2019 1:00 PM EDT - 2:30 PM ET

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

More Info
Avatar

Steve Gorin

August 29, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #2: Qualified Business Stock Compared to Other Exit Strategies

More Info
Avatar

Steve Gorin

September 27, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)

More Info
Avatar

Steve Gorin

October 31, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

More Info
Avatar

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

More Info
Avatar

Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

More Info
Avatar

Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

More Info