Creative Strategies for Buying, Selling & Gifting a Business Web [CSBSNV]
Time: 07:00am-2:30pm
Subject:
TaxationCredit Hours:
8.00Price:
Member: $385.00
Non-member: $500.00
Discussion Leader:
Arthur Joseph Werner, J.D., M.S.
more info
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of
Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and
estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
closeWebsite registration for this course closes on November 12, 2026. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Creative Strategies for Buying, Selling & Gifting a Business Webcast (CSBSNV)November 13th, 2026 / 7:00 am 2:30 pm Alaska Time
Live Webcast / Washington Society of CPAs Virtual Classroom
Buying, selling, or gifting a business requires thoughtful tax and estate planning to ensure a smooth and tax efficient transaction. This course provides a practical overview of the key tax implications and planning techniques involved in structuring these transfers. Youll examine valuation methods, transaction types, and the tools needed to guide clients through complex business decisions. Well also cover strategies for minimizing tax exposure and preserving family wealth, including the use of trusts, partnerships, and ESOPs. Special attention is given to transferring business interests in a way that aligns with both personal and financial goals. Whether planning an exit or succession strategy, this course prepares you to offer informed, creative solutions.
Major Topics:
-Valuation methods.
-Stock purchase vs. asset purchase structures.
-Estate and gift tax planning strategies.
-Gifting of business interests.
-Transfer of interests to split-interest and grantor retained trusts.
-S corporation stock transfers to trusts.
-Family limited partnerships and self-canceling installment notes.
-Using ESOPs to transfer business ownership.
Learning Objectives:
-Identify tax risks and structure transactions to minimize liability.
-Apply strategies to buy, sell, or gift business interests.
-Provide tax and estate planning guidance for complex transactions.
-Analyze valuation methods used in business transfers.
-Compare the implications of stock versus asset purchases.
-Use trusts and estate planning tools to transfer business interests.
-Evaluate how ESOPs can facilitate business succession.
-Implement tax-efficient gifting of business interests to family members.
Designed For: CPAs, EAs, attorneys, and financial planners.
CPE Credits: 8, Taxation
Level of Knowledge: Intermediate
Prerequisite: Basic understanding of estate planning.
Acronym: CSBSNV
Discussion Leader: Arthur Joseph Werner, J.D., M.S.
