Event Calendar
Prev MonthPrev Month Next MonthNext Month
Southern California In-Person Chapter Meeting - November 2024
Wednesday, November 20, 2024, 12:00 PM - 1:00 PM PST
Category: Chapter Event

Wednesday, November 20, 2024
12:00pm - 1:00pm Pacific Time

AAA-CPA Southern California Chapter Meeting
Tax Planning for Exit Transactions

Class presented by: 
Jennifer Kowal
Vice President, J.P. Morgan Private Bank

Location
Ernie's Mexican Restaurant
4410 Lankershim Blvd
North Hollywood, CA 91602

Program Description
This session will cover opportunities for planning to reduce taxes due from an exit transaction, including acquisitions by strategic buyers and private equity buyers. We will cover the importance of asset allocation and the potential conflict between the buyer and seller in agreeing on the form of the transaction. We will also cover the importance of engaging in tax planning prior to signing a letter of intent, and ideally in the years leading up to the exit transaction.

Lunch provided for in-person attendees!

Learning Objectives
Learn tax strategies to minimize tax on a full or partial sale of a business 
Discuss how to negotiate differing interests of seller and buyer in tax planning
Understand importance of early planning to maximize opportunities

Education
This program offers 1.0 CPE credit and should offer 1.0 (M)CLE credit - Self Report Only. (M)CLE credit for other states may be permitted via self-reporting.


AAA-CPA will only report education credit to the state bars of dues-paid members; any state reporting fees will be the responsibility of the member.

Cost
No charge for members; Non-Members: $40 In-Person / $20 Virtual 

Click here to register