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Succession Planning Opportunities: Creating a Company Legacy
CPE Credit: Not eligible
Presenters: Cara Benningfield
Cara Benningfield
Manager
Manufacturing & Distribution, Not-for-Profit & Government
Bowling Green
270.781.0111
Patricia Quintana-Perron
Partner
Tax
WealthPlan
San Antonio
210.341.9400
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed December 17, 2010, made some marked changes to the estate and gift tax laws expiring at the end of 2012. This webinar will address changes that create gifting and estate planning opportunities for succession planning. The presentation also will examine how employee stock ownership plans (ESOPs) can be used by private business owners to transfer ownership, reward employees and create a legacy.
Learning Objectives
Upon completion of this webinar, participants will be able to:
- Discuss certain estate and gift planning opportunities in relation to succession planning
- Explain when an ESOP can be a good fit for solving succession issues in privately held businesses
- Distinguish the tax and nontax benefits associated with an ESOP and how those benefits can enhance a sale to an ESOP
Documents
CPE Information
Audience
All business professionals interested in estate and succession planning opportunities for their organization
Program Level: Basic
Delivery Method: Group Internet-Based
Advanced Preparation: None
Prerequisites: None
Refund Policy: There is no cost for this webinar; therefore, there is no refund policy.
Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, please contact us at training@bkd.com, at 800.472.2745 or visit BKD’s FAQs.
BKD, LLP 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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