We apologize for the brief delay in launching CFMA’s new education and certification platforms. The CCIFP Recertification deadline has been extended to April 30, 2025. We truly appreciate your patience as we put the finishing touches on changes that are designed to improve and enhance your CFMA experience!

Constructing the Long-Term Survival of Your Company

$79.00
Member price: $55.00

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This critically important session focuses on the areas of business succession, estate planning, and liquidity issues for the privately held business owner in order for the company to successfully transition to the next generation or other successors/buyers. Attention is also given to non-family closely held businesses as techniques are explained that will assist these owners in preserving their assets. Some of the key topics addressed are: buy/sell agreements, importance of proper valuation methodologies and still lower the tax bill, liquidity planning, and family dynamics within a company. ***Special attention will be given to the upcoming major shift in estate tax law and how this will impact business owners and their companies.

Learning Objectives

Upon completion of this course, you will be able to:
  • Identify Buy-Sell Agreements and corresponding tax ramifications.
  • Determine how to take advantage of the current federal estate/gift tax law.
  • Recognize the "Hidden" business succession/estate planning traps unknown to many of the most successful business owners.
  • Determine how to course correct insufficient liquidity concerning future tax payments.
  • Apply valuation methodologies that lower tax bills and still satisfy the IRS.

Course Length

The estimated time to complete the course and final exam is approximately 75 minutes, depending on the pace of the learner.

Who Should Attend:

• Business Owners
• CFOs
• Construction Financial Professionals
• Contractors
• Controllers
• CPAs
• Professional Advisors
• Risk Managers
• Subcontractors

Topics:

Risk Management Accounting Income Recognition Budgeting & Planning Taxes Management Services Succession Planning Construction Management General Contractors

Speaker:

Terrance Resnick