Buy-Sell Agreements for Closely Held Businesses: Redemption vs. Cross-Purchase, Valuation Methods, Tax Implications
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will cover key considerations of buy-sell agreements for closely held businesses. Our panel of estate and wealth transfer experts will discuss the tax implications of redemption and cross-purchase agreements for tax professionals working with small businesses and their owners.
- Types of buy-sell agreements
- Triggering events
- S corporation issues
- Tax considerations
The panel will review these and other critical issues:
- Understanding the tax implications of redemption agreements
- Using life insurance to fund buy-sell agreements
- Tax implications of valuation methods used in buy-sell agreements
- Obtaining a basis step-up when an interest is transferred
S. Gray Edmondson
Edmondson Sage Allen
Mr. Edmondson practices in partnership, corporate, and individual tax planning; business transactions, including... | Read More
Mr. Edmondson practices in partnership, corporate, and individual tax planning; business transactions, including mergers and acquisitions; business planning; tax controversy; estate and wealth transfer planning; probate; estate and trust litigation; asset protection; and charitable planning. He has conducted, authored, and directed numerous seminars for professional, academic, and civic groups on taxation, business, asset protection and estate planning.Close
Joshua E. Husbands
Holland & Knight
Mr. Husbands is a partner in Holland & Knight’s Portland office and a member of the firm's Private... | Read More
Mr. Husbands is a partner in Holland & Knight’s Portland office and a member of the firm's Private Wealth Services Group. He often serves as outside general counsel for private companies and their owners, representing clients in an array of business, tax, philanthropy, business succession and estate planning matters, including business reorganizations, acquisitions and divestitures. Mr. Husbands frequently writes and speaks on business, tax, life insurance and asset protection matters concerning businesses and high-net-worth individuals.Close
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.
Cannot Attend April 19?
CPE credit is not available on downloads.