Events Search
  Summary & Check Out (0)
Friday, December 19, 2025 Live Webcast

A Complete Tax Guide to Exit Planning (X1-EXP2-2025-01-WEBNR-353-01)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.

DESIGNED FOR

CPAs in industry and public accounting who want to gain an understanding of exit planning considerations for their clients

BENEFITS

  • Understand key issues regarding exit planning
  • Discuss tax implications of exit planning strategies
  • Compare exit planning between entity types (C corporations, S corporations, partnerships, etc.)

HIGHLIGHTS

  • Gain exclusion and tax-free reorganization planning
  • Gain exclusion with sales of C corporation stock – Section 1202
  • Deferral of gain with installment reporting
  • Gain planning with partnerships
  • Basis planning – basis step-up at death, gifts of interests to family
  • Restructuring the business entity – C vs. S corporation, partnerships, LLCs
  • Real estate planning – retention vs sales, like-kind exchanges
  • Employee stock ownership plans – special tax incentives
  • Employee benefit planning with ownership change
  • Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes
  • Prospects for tax law change

COURSE LEVEL

Intermediate

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit
Please call Surgent Help, 800-778-7436, if you need a EA/IRS CPE Certificate.

INSTRUCTOR

Robert Lickwar

Robert Lickwar, CPA

Read bio

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 19 at 9:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR