Loading Events

« All Events

  • This event has passed.

Strategy and Tax Considerations for a Business Transition

August 18, 2021 @ 1:00 pm - 2:00 pm EDT

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

START TIME:
August 18, 2021 10:00 AM PST
DURATION:
1 hour
LOCATION:
Online
CREDITS:
1
CONTACT:
Carly Miller, Moss Adams, 949-517-9434
COST TO ATTEND:
Complimentary

There’s no one size fits all approach when considering a business transition. Your company must understand the differences in tax and deal structuring considerations—depending on your entity type, shareholder composition, and overall strategy.

Whether your exit plan involves a transaction, family succession, or management transition, it’s critical to be aware of how to structure your strategy to improve tax opportunities. This is especially important given the tax changes proposed by the Biden administration.

Join us for our webcast on key considerations architecture, engineering, and construction (AEC) businesses should be aware of to develop a successful transition approach. We’ll address the following topics:

  • Tax and entity structuring based on exit strategy and shareholder composition
  • Tax considerations including federal, state, estate, and gift taxes
  • Estate planning and liquidity event preparation
  • Post-transition strategy

This offering is part of our Business Transition Webcast Series.

REGISTER

Speakers

Sean Kanaley, CPA, JD, Partner, Moss Adams

Sean has practiced public accounting since 1998. He has extensive experience with tax planning and compliance services stemming from transactions, including mergers, acquisitions, divestitures, private and public stock placements, bankruptcy, and debt and equity financings.

Aaron McFarland, CSF, Senior Advisor, Moss Adams

Aaron has worked in finance and accounting since 2005. He’s responsible for coordinating all stages of the financial planning process, including risk assessment, asset allocation, portfolio rebalancing and monitoring, and investment implementation.

Jose Romero, CPA, Director, Moss Adams

Jose has worked in public accounting since 2004. He advises and represents corporate and private equity clients in a variety of tax matters related to corporate transactions. He has experience in tax due diligence and tax structuring, as well as the federal tax aspects of restructuring, integration, and legal entity simplification.

CPE Information

PROGRAM LEVEL:
Basic
CREDITS:
Specialized Knowledge and Application: 1
DELIVERY METHOD:
Webcast
LEARNING OBJECTIVES:

After completing this training, participants will be able to describe tax and entity structuring considerations based on exit strategy and shareholder composition; articulate potential tax changes and their effect should they pass; and identify the liquidity and estate planning considerations.

PREREQUISITES:
None
REFUND POLICY:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Carly Miller at 949-517-9434 or send her an email.

Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Leave a Reply

Subscribe Here