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Sagefinancial buy sell

BUY/SELL AGREEMENTS: WHAT CPAS NEED TO KNOW

Cost Free
Presentation Length 1.5 hours

Recorded DateJuly 15, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Along with the company’s incorporation documents, a Buy/Sell agreement ranks with a business’s most important documents. This webinar will discuss a paradigm shift in the way most Buy/Sell agreements are currently structured and funded. Additionally, the CPA will learn how to provide this structure to current clients and generate significant present and future profit for their practice. The webinar will discuss the importance of a Buy/Sell agreement, different ways Buy/Sell agreements are structured and the various forms of funding the agreement. Tax strategies will also be reviewed. Finally, the webinar will discuss the types of funding methods available to the business owner.

Learning Objectives

  • Review and understand the current Tax environment for structuring Buy/Sell agreements

  • Walk through a hypothetical example of a Buy/Sell agreement Tax strategy to show you on a macro level the interpretation of the appropriate tax codes

  • Define the Internal Revenue Service method for the taxation of Buy/Sell agreements

  • Define the Internal Revenue Service view of Taxation of funding methods using Life Insurance and Financing

  • How wealthy business owners fund Buy/Sell agreements for maximum efficiency

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Michael Diyanni

Aurora Capital Alliance
Tax and Finance Counsel, Advanced Markets Attorney
[email protected]
(619) 595-4832

Auroracapital logo

Michael Diyanni is a practicing attorney specializing in the area of Estate, Finance and Tax law. His practice includes domestic and cross-border Estate, Tax and Financial transactions. His clients are high net worth individuals with complex domestic and international Estate, Finance and Tax needs. Michael graduated with a Finance degree from Fisher College of Business at The Ohio State University. In addition, he graduated from Stetson College of Law, Florida’s first law school with a focus on Estate, Finance and Tax.

Alex Bellini, MBA

Aurora Capital Alliance
Managing Partner
[email protected]
(619) 595-4832

Auroracapital logo

Mr. Bellini is Director of Advanced Financial Structures at Aurora Capital Alliance. As such, he is integral in the implementation of Aurora Capital’s premium finance program – from insurance carrier integration to assisting banks in implementing Aurora’s premium finance strategies. In addition, Mr. Bellini is a Consultant to Lenders and Life Insurance Carriers on Buy/Sell funding structures. He is a speaker for the Financial Planner’s Association, DOI educator and a CFP CE Board educator, teaching courses on Retaining Capital Through Premium Financing and Removing the Greed from Premium Financing – A Fee-Only Approach.

About Our Presenter

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Sage Senior Partners share certain key values. At our most basic roots, we are family-first advisors who practice safe money strategies. We focus on those critical years in life where safe growth and asset protection are a must. Our clients are generally in their late 40’s to late 60’s and come to us seeking strategic guidance for Life’s Big Decisions: retirement planning, college funding, lifetime income, tax reduction, and maximizing their legacy for those they love. We specialize in safe, simple, sleep-at-night strategies that protect savings from inflation, taxes, and market volatility.