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Techniques to Defer or Avoid Gain on Sale of Businesses CD

Price:
$12.00
SKU:
SKU #23SFVBA-22 CD
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Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

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How They Work

MCLE: 1 hour On Audio CD.

This seminar was recorded August 29, 2023.

Attorney/CPA Quentin Sturm will provide a survey of the various tax strategies business owners can employ to defer and avoid gain on the sale of a business.

These strategies include structured sales, sale to an ESOP, investment in Qualified Opportunity Zones, and Charitable Remainder Trusts. He will review some actual example of and the benefits derived from these planning techniques.

A must for all professional who represent owners, especially owners contemplating a liquidity event.

Program materials included. Speakers: Quentin Sturm, Esq., CPA. MCLE Expires September 19, 2028. MCLE Credit: 1 hour

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Programs by MCLE Approved Providers:

San Fernando Valley Bar Association (#451)

Pasadena Bar Association (#531)

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