Creative Strategies for Buying, Selling, or Gifting a Business - Webcast

Overview

Buying, selling, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax- efficient transaction. This course provides a practical overview of the key tax implications and planning techniques involved in structuring these transfers. You’ll examine valuation methods, transaction types, and the tools needed to guide clients through complex business decisions. We’ll also cover strategies for minimizing tax exposure and preserving family wealth, including the use of trusts, partnerships, and ESOPs. Special attention is given to transferring business interests in a way that aligns with both personal and financial goals. Whether planning an exit or succession strategy, this course prepares you to offer informed, creative solutions.

OSCPA has partnered with the Washington Society of CPAs for this event.

Highlights

• Valuation methods,
• Stock purchase vs. asset purchase structures,
• Estate and gift tax planning strategies,
• Gifting of business interests,
• Transfer of interests to split-interest and grantor retained trusts,
• S corporation stock transfers to trusts,
• Family limited partnerships and self-canceling installment notes,
• Using ESOPs to transfer business ownership

Prerequisites

Basic understanding of estate planning

Designed For

CPAs, EAs, attorneys, and financial planners

Objectives

• Identify tax risks and structure transactions to minimize liability,
• Apply strategies to buy, sell, or gift business interests,
• Provide tax and estate planning guidance for complex transactions,
• Analyze valuation methods used in business transfers,
• Compare the implications of stock versus asset purchases,
• Use trusts and estate planning tools to transfer business interests,
• Evaluate how ESOPs can facilitate business succession,
• Implement tax-efficient gifting of business interests to family members