
Learning objectives:
- Understand best practices for exit structuring with Section 1202, the pitfalls to avoid, and the strategic planning items to consider leading up to a closing.
- Explore how gift and estate planning could increase the overall QSBS benefit.
- Recognize how timing of an exit can impact the maximum exclusion amount and installment sale reporting.
- Identify key considerations for taking advantage of a tax-deferred rollover under Section 1045.
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