Go Out with a Bang! How to Maximize the Value of Your Company and the A to Z steps to proper Succession Planning
August 5, 2020
10:00 AM PDT | 01:00 PM EDT
More Trainings by this Expert
Product Id : 503244
Live: One Dial-in One Attendee
Corporate Live: Any number of participants
Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Selling or Transferring a Company can be a once in a lifetime event and maximizing the Value of the Company when transferring it can be a difficult challenge.
We have a new tax law in place and potential amendments to that law that are impacting the value to companies across the U.S.
Why you should Attend:
This Session will focus on how to value a company for its top dollar and how to successfully transfer the company and capture that value while minimizing the tax liability.
Roman Basi will teach participants the methods used in valuations, succession planning, and much more.
Areas Covered in the Session:
Upon completion of this course, the participants will be able to:
Who Will Benefit:
- Understand the tax law changes and the proposed amendments
- Know the 4 methods used to maximize the value to a Company
- Describe the alternatives for succession planning for the future of their company
- Become motivated to plan an Exit strategy
- Business Owners
- Business Brokers
- Financial Planners
Roman Basi is the current President of The Center for Financial, Legal & Tax Planning, Inc. Roman is an Attorney, a CPA, Managing Real Estate Broker, Title Insurance Agent and an instrument rated private pilot. Roman is also one of the Tax Course Instructors for the Internal Revenue Service’s Annual Filing Season Program for Tax Return Preparers throughout the United States.
Roman is admitted to practice in Illinois, Florida, Arizona, Missouri, Federal DistrictCourt of Illinois Southern District, the United States Court of Appeals for the 7th Circuit, and Roman is also admitted to practice in the United States Supreme Court being sworn in to the highest court in the summer of 2015 in front of all 9 Supreme Court justices.