Helping Individuals Plan For Everyone They Love and Everything They Own

Exit Planning for CPAs

Key Benefits

•  Avoid or minimize ownership transfer costs
•  Maintain control until transfer occurs
•  Minimize taxes

Four Hours of Continuing Education Credit

This program, sponsored by the Law Offices of Davis & Associates, P.C., consists of one half-day session designed to review business succession planning techniques and strategies with an emphasis on building your Wealth Management Practice using practical solutions. This course qualifies for CPA Continuing Education Credit.

We invite you to attend one of our upcoming free seminars designed specifically for Certified Public Accountants. At each seminar, we will walk you through a seven-step proven process that allows you to help your clients exit their business in style and receive maximum value for their efforts.

This course emphasizes class questions and participation. Topics will include:

•  Overview of Exit Planning Process

•  Buy sell issues for sole owners

•  Determining owner retirement goals and income needs

•  Buy sell considerations for co-owned businesses

•  Why valuation is a key to setting realistic exit objectives

•  When and why to use Stay Bonuses

•  Traditional sale vs. a modified sale

•  Minimizing tax consequences to buyer and seller

•  Review of Deferred compensation techniques

•  Pre-sale planning GRATs, CRTs and FLPs

•  Issues to consider if selling to insiders

•  Understanding Buy Sell Agreements

This course is held by Keith Davis, Esq., JD, MBA, LLM (Tax), CPA of Davis & Associates, P.C. The class will be held from 8:30 a.m. to 12:30 p.m. at Davis Conference Center at 523 Park Point Dr., Suite 101, Golden, CO 80401. Registration is necessary since classroom size will limit seating. You are invited to enroll by calling Cindi at (303) 670-9855.

Send mail to davisassoc@incognitosolutions.com with questions or comments about this web site.
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Our firm specializes in Estate Planning, Business Planning, Estate and Trust Administration, Corporate Entity Formation and High Net Worth. We help individuals and families plan for life, deal with death, preserve wealth, wealth management and asset protection. Our law firm, attorneys and lawyers handle estate planning cases throughout Colorado (CO) including, but not limited to Alamosa, Arvada, Aspen , Aurora, Beaver Creek, Black Hawk, Boulder, Breckenridge, Brighton, Broomfield, Buena Vista, Canon City, Castle Rock, Centennial, Central City, Colorado Springs, Commerce City, Craig, Crested Butte, Cripple Creek, Denver, Dillon, Durango, Eagle, Englewood, Estes Park, Evergreen, Florence, Fort Collins, Fountain, Frisco, Genesee, Georgetown, Glenwood Springs, Golden, Grand Junction, Grand Lake, Greeley, Green Mountain, Greenwood Village, Gunnison, Highlands Ranch, Idaho Springs, Ken Caryl Ranch, Keystone, Kittredge, Kremmling, LaJunta, Lakewood, Lamar, Larkspur, Las Animas, Leadville, Littleton, Longmont, Louisville, Loveland, Manitou Springs, Monte Vista, Monument, Morrison, Northglenn, Parker, Pikes Peak, Pueblo, Pueblo West, Salida, Sedalia, Steamboat Springs, Telluride, Thornton, Trinidad, Vail, Walsenburg, Westcliffe, Westminster, Winter Park, Woodland Park, Yampa, Yuma, Adams County, Alamosa County, Arapahoe County, Archuleta County, Baca County, Bent County, Boulder County, Broomfield County, Chaffee County, Cheyenne County, Clear Creek County, Conejos County, Costilla County, Crowley County, Custer County, Delta County, Denver County, Dolores County, Douglas County, Eagle County, El Paso County, Elbert County, Fremont County, Garfield County, Gilpin County, Grand County, Gunnison County, Hinsdale County, Huerfano County, Jackson County, Jefferson County, Kiowa County, Kit Carson County, La Plata County, Lake County, Larimer County, Las Animas County, Lincoln County, Logan County, Mesa County, Mineral County, Moffat County, Montezuma County, Montrose County, Morgan County, Otero County, Ouray County, Park County, Phillips County, Pitkin County, Prowers County, Pueblo County, Rio Blanco County, Rio Grande County, Routt County, Saguache County, San Juan County, San Miguel County, Sedgwick County, Summit County, Teller County, Washington County, Weld County, Yuma County and more.