| Course | |||||
|---|---|---|---|---|---|
 | $200.00 CBExP The 8 Building Blocks of Buy-Sell Planning This 8-part course reviews the building block of business continuation planning. It's one of the most comprehensive treatments of the subject available anywhere, and is a must for those who work in the... | ||||
 | $200.00 CBExP LLCs have become increasingly more popular as a choice of entity for closely-held business owners, which puts a premium on exit planners having to familiarize themselves with how LLC operating agreements work. With that in mind, this course... | ||||
 | $200.00 CBExP Buy-sell agreements are ubiquitous and virtually always problematic. This class will address a number of issues that create problems when buy-sell agreements are triggered, focusing on what can be done now, with new agreements, or with... | ||||
 | $200.00 CBEX Direct Gift
Donor Advised Fund
Private Foundation
Charitable Remainder Trust
Charitable Lead Trust | ||||
 | $200.00 CBEX What is an ESOP?
When is an ESOP a useful exit strategy?
Tax Benefits of the ESOP
Voting Rights Related to the ESOP
Employee Participation
Employee Termination
ESOP Valuation
Leveraged ESOP | ||||
 | $200.00 CBEX Estate Tax advantages
Exit Strategy
Grantor Trusts
GRAT
ING | ||||
 | $200.00 CBExP This module contains three classes:
Anatomy of a Business Valuation Report
This class takes leaners through a real business valuation report. Along the way, you’ll carefully examine:
• the appraiser engagement letter (where many... | ||||
 | $200.00 CBExP Closely-held family-owned businesses make up a significant part of the GDP of the United States, with many family-owned or controlled businesses being represented prominently in the Fortune 500. Nevertheless, the odds are heavily stacked against... | ||||
 | $200.00 CBExP This course reviews a panoply of important drafting and implementation issues surrounding buy-sell agreements, including:
1. Types of buy-sell agreements.
2. Advantages and disadvantages of buy-sell agreements.
3. Possible purposes of... | ||||
 | $200.00 CBExP Special purpose insurance LLCs have become extremely popular over the past 5 years and have become a critical planning technique in the exit planner's tool chest. In fact, many advisors consider the Insurance-Only LLC to be the structure of... |
