Southeast Regional Center for
Financial Training, Inc.
AIB Estate Planning for the Business Owner (AIB-8412)
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This course examines the issues associated with the
transfer of various types of business entities including valuation and tax
considerations.
Delivery
Options
Self-Paced Online
Audience
Trust
Officers who have already achieved a basic expertise with estate planning
generally and who seek to expand their knowledge of estate planning for business
owners. Participants undertaking this course should have a firm understanding of
the transfer tax system and basic estate planning for the marital deduction.
Learning Objectives
At the conclusion of the
program participants will be able to:
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Identify the challenges in estate planning for owners of closely held
businesses
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Identify methods used in valuing closely held businesses, determining
discounts, and structuring restrictive agreements
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Describe the planning techniques available for the effective transfer of
privately owned businesses from one generation to another
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Explain the advantages and disadvantages of various forms of business entity
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Describe the techniques used in succession and estate planning to transfer
ownership interest and control of privately owned businesses
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Identify issues related to reducing valuation, freezing value, entity
selection, and succession in estate planning for owners of closely held
businesses.
Enrollment Form
Download and print an
enrollment form from here,
complete and fax to 904-354-1834