Go Out with a Bang! How to Maximize the Value of Your Company and the A to Z steps to proper Succession Planning

August 5, 2020 - CA US



Overview: Selling or Transferring a Company can be a once in a lifetime event and maximizing the Value of the Company when transferring it can be a difficult challenge. We have a new tax law in place and potential amendments to that law that are impacting the value to companies across the U.S. Why you should Attend: This Session will focus on how to value a company for its top dollar and how to successfully transfer the company and capture that value while minimizing the tax liability. Roman Basi will teach participants the methods used in valuations, succession planning, and much more. Areas Covered in the Session: Upon completion of this course, the participants will be able to: Understand the tax law changes and the proposed amendments Know the 4 methods used to maximize the value to a Company Describe the alternatives for succession planning for the future of their company Become motivated to plan an Exit strategy Who Will Benefit: Business Owners Attorneys CPAs Business Brokers Financial Planners Speaker Profile Roman Basi is the current President of The Center for Financial, Legal & Tax Planning, Inc. Roman is an Attorney, a CPA, Managing Real Estate Broker, Title Insurance Agent and an instrument rated private pilot. Roman is also one of the Tax Course Instructors for the Internal Revenue Service’s Annual Filing Season Program for Tax Return Preparers throughout the United States. Roman is admitted to practice in Illinois, Florida, Arizona, Missouri, Federal DistrictCourt of Illinois Southern District, the United States Court of Appeals for the 7th Circuit, and Roman is also admitted to practice in the United States Supreme Court being sworn in to the highest court in the summer of 2015 in front of all 9 Supreme Court justices.

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