Merchandise Details
Getting Started; Choice of Entity; Formation of Entity (2018 Stand Alone - Session 1 - MP3)
Member Price$40.00
Non-Member Price$72.00
Merchandise Description

The Life Cycle of a Business Entity: What You Need to Know to Advise Your Clients in Business Matters

This not-to-be missed stand-alone program will navigate the entire life cycle of a business entity. From formation and choice of entity, to operations and governance, to generational transfer or sale, the panels will discuss the legal, tax, and practical considerations of advising businesses and their owners. Presenters will drill down into special topics like entity-ownership by trusts, structuring compensation, specific industry concerns, and more. The panels will use a hypothetical family business to guide attendees through every stage of the business. Sample forms and checklists will be provided to assist practitioners.

Session 1: Getting Started; Choice of Entity; Formation of Entity

Getting Started

Addressing new and existing enterprises
The initial client meeting

Choice of Entity: Begin by Looking at the Big Picture

Analysis of choice of entity at verious stages
Pros and cons to consider for each type of entity

Choice of Entity: Add New Tax Laws to the Mix (In-depth Coverage)

IRC Section 199A deduction
New rates and other changes
Planning strategies and case studies illustrating choice of entity

Steven B. Gorin, St. Louis, MO (Moderator)
T. James Lee, Phoenix, AZ
Hollis F. Russell, Great Neck, NY

Recorded June 20, 2018 in Chicago, IL