Learn strategies to optimize tax structures, enhance efficiency, and boost client operations.
This presentation aims to equip tax practitioners and advisors with the knowledge to optimize their clients’ existing operations through more efficient and economical tax structures. Attendees will learn to assess the best strategies for restructuring business operations to enhance both tax and operational efficiency.
The course will also cover methods to evaluate the most efficient tax structures based on a client’s historical performance and ownership and determine whether restructuring or changing business entities would be beneficial. Alongside the theoretical tax implications of such changes, the presentation will include practical examples and models that have been successfully implemented for our firm’s clients.
Learning Objectives
- You will be able to define the tax consequences of various types of sales in varying entity structures.
- You will be able to describe the process for analyzing whether it makes sense for an existing entity to convert tax structures, or to consolidate entities via internal restructurings.
- You will be able to identify the common issues associated with internal restructurings and entity conversions.
- You will be able to to review a comparison model of the tax consequences of converting from a partnership to a C corporation, both from an operational cash-flow perspective as well as from a prospective sale down the line.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Converting From a Partnership to a C Corp | |
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| Internal Restructuring | |
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| Restructuring S Corporations | |
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- AK CLE 1.5
- Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.7
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 hours credit.
- AR CLE 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- IL CLE 1.5
- This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
- IN CLE 1.7
- This program has been approved by the Indiana Commission on Continuing Legal Education. Participating attorneys are eligible to receive up to 1.7 hours of Distance Education credit.
- MO CLE 2.0
- This program has been approved by the Missouri Bar for 2.0 hours of CLE.
- ND CLE 1.5 (Pending)
- This program has been submitted to the North Dakota Commission for Continuing Legal Education. Application pending.
- NH MCLE 1.6
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 95 Minutes.
- NJ CLE 2.0
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
- NM CLE 1.6
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.6 hours of credit.
- NV CLE 1.5
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
- NY CLE 2.0 including Areas of Professional Practice 2
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 2.0 credit hours in the area(s) of Areas of Professional Practice for 2.00 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OH CLE 1.75 (Pending)
- This course has been submitted to the Supreme Court of Ohio Commission on Continuing Legal Education for 1.75 CLE hours. Approval pending.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 2.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
- VT CLE 1.5
- This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
- WI CLE 2.0
- This program has been approved by the Board of Bar Examiners for 2.0 hours for use toward the Wisconsin Mandatory CLE requirement.
- WV MCLE 2.0
- This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
Enrolled Agents 2.0
- In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour. This program qualifies for 2.0 Continuing Education Credit(s) for enrolled agents.
CPE 2.0 including Finance 2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, tax preparers, business owners and managers, bookkeepers, enrolled agents, and attorneys.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Brett Levin, JD, LLM
Baker Tilly Advisory Group, LLP
Brett Levin, JD, LLMF
- Tax manager in Baker Tilly Advisory Group, LLP’s transactional tax advisory services tax group, a practice within Baker Tilly’s specialty tax team
- Specializes in Section 1202 QSBS analysis, tax due diligence and tax structuring for buy-side and sell-side transactions
- Significant experience with tax modeling and structuring to optimize tax efficiency, including in the Section 1202 context, along with modeling the restructuring implications of entity conversions
- Member of the American Bar Association and State Bar of California
- LL.M. degree in taxation, Georgetown; J.D. degree, Indiana University
- Can be contacted at [email protected]
Chris Schleicher, CPA, MBT
Baker Tilly Advisory Group, LLP
- Tax senior manager in Baker Tilly Advisory Group, LLP’s transactional tax advisory services tax group, a practice within Baker Tilly’s specialty tax team
- Over 13 years of public accounting experience, during which time he gained specialization in the mergers and acquisition (M&A) tax arena
- Experienced in a wide variety of industries including manufacturing & distribution, technology, software, commercial services, life sciences, and construction & real estate
- Advises clients on the tax consequences of transactions including acquisitions, sales, and other reorganizations; and assists in identifying alternative structures
- Significant experience in tax attribute modeling, limitations, and preservation
- Leads tax due diligence projects for buy-side clients and assists in sell side tax diligence preparation
- Member of the American Institute of Certified Public Accountants and Minnesota Society of Certified Public Accountants
- M.B.T. degree, University of Minnesota – Twin Cities; B.S. degree in accounting, St. Cloud State University
- Can be contacted at [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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