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Webinar

Taking it home: Strategic Section 1202 exit planning

Date:
Wednesday, Sept. 24, 2025
Time:
2 p.m. - 3 p.m. ET
Anticipated CPE:
1, Tax
Explore advanced Section 1202 strategies to optimize tax savings through smart exit planning, including rollovers, gifting, timing, and Section 1045 integration. Join our specialists in this webinar to hear all the details.
Washington D.C. during the day.If you’ve been hoping for the maximum possible benefit of Section 1202, it’s critical to consider the ultimate exit structure and strategies far in advance of an exit. In this webinar, our specialists go beyond the basics of qualification, diving into how to implement an exit strategy that optimizes your tax savings. We’ll discuss the different types of exits that qualify and strategies associated with an exit, such as rollover, share identification, and installment sales. Then, we’ll focus on potential gifting and timing strategies that can be utilized to boost the ultimate gain exclusion. Finally, we’ll discuss Section 1045, a lesser-known tax benefit that can be combined with Section 1202 to supercharge tax savings.

Learning objectives:

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org

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