New MACPA.org Launching 4/1! Stay tuned for a brand new online experience.

BEACH RETREAT: Advanced Issues in Mergers, Acquisitions and Sales of Closely Held Businesses – Peter Towle, CPA (111005-12)

Description

Here’s a topic with a lot of “sizzle!” There is typically no more
financially important decision an owner makes than the purchase or sale
of a business. Business transactions are marquee events in the history
of most closely held businesses and, therefore, demand inordinate
attention to detail and process. Many skill sets are involved in this
process and topics such as accounting, taxes, negotiations, business
valuations, strategic thinking, finance, family businesses and group
dynamics are covered here. Follow the real-life situations in this
course, so you can be your clients’ trusted strategic advisor. SPECIAL
DISCOUNTED ROOM RATES FOR ATTENDEES: Discounted room rates at the
Clarion Resort Fontainebleau Hotel. Make hotel reservations by June 2,
2012. You must call the Clarion at 800-638-2100 and request the special
Maryland Association of CPAs group rate. Two night minimum stay; rates
good June 30, 2012 – July 8, 2012. Daily Rates: $189 Standard Double
Ocean Front $209 Standard King Ocean Front (Condos are rented by week
only) $ 245 One Bedroom Condo $365 Two Bedroom Condo $500 Three Bedroom
Condo

Learning Objectives
  1. Understand transaction strategies and structure
  2. Apply an effective process to establish transaction OpriceO
  3. Master the common elements in negotiated transactions
  4. Get better results through comparing asset and stock transactions
  5. Save a business for its employees or for the family
Major Topics
  1. Case analysis of deal structure, tax strategy and the OwhyO of transactions
  2. Illustrations of applicable tax law in real-world circumstances
  3. Questions pertinent to CPAs involved in both auditing and tax preparation, as well as to other professionals like bankers, financial advisors, attorneys and insurance representatives
  4. Transaction valuation fundamentals: determining price, transaction price vs. fair market value, valuation techniques
  5. Dealmaking: the fluid nature of the deal environment, price vs. terms, financial considerations
  6. Sale or purchase of assets or stock: C Corporation applications, S Corporation applications, allocation of purchase price, tax attributes
  7. Keeping the business in the family: methods for passing wealth to the next generation
Course Level
Advanced
CPE Field of Study
Taxes
4
Prerequisites
Experience in business taxation and mergers & acquisitions
Location
 
Clarion Resort Fontainebleau Hotel
10100 Coastal Hwy
Ocean City, MD 21842 US
View in Google Maps
Event Information
When
Jul 3, 2012
12:00 pm - 3:30 pm EST
Location
Clarion Resort Fontainebleau Hotel
10100 Coastal Hwy
Ocean City, MD 21842 US
Total CPE Credits
4
Format
In-Person

MEMBER


$ (% off)
$150.00

NON-MEMBER


$ (% off)
$200.00
Become A Member

Register for this Event

BEACH RETREAT: Advanced Issues in Mergers, Acquisitions and Sales of Closely Held Businesses – Peter Towle, CPA (111005-12)


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×