Buy-Sell Agreements and Transfer Restrictions: What Every Business Attorney Should Know
October 2010
Buy-Sell Agreements and Transfer Restrictions: What Every Business Attorney Should Know
Program Description
A buy/sell agreement is the most important legal document a closely-held or family business can have. Buy/sell agreements are typically recommended for estate and business planning for business owners of closely-held corporations, partnerships and proprietorships. This program examines buy/sell agreements, key structural and often-overlooked issues, key income tax aspects, estate planning considerations, insuring purchase obligations and tailoring valuation methods to fit the agreement.
Program Highlights
Critical Issues and Considerations for Drafting Your Buy/Sell Agreements
-Refining the Buy/Sell Agreement: Key Structural and Often-Overlooked Issues
-Key Income Tax Aspects: What Every CPA Wishes You Knew About Buy-Sell Agreements
-Death of a Business Owner: Estate Planning Considerations in Structuring Buy/Sell Agreements
-Tailoring Valuation Methods to Fit the Agreement
-Insuring the Purchase Obligations under a Buy/Sell Agreement
Agenda
8:30 - 9:00am
Registration Open
9:00 - 9:10am
Welcome and Introduction
Extended by Bruce A. Fowler, Esq.
9:10 - 10:10am
Refining the Buy/Sell Agreement: Key Structural and Often
Overlooked Issues
Presented by Deb Porter, Esq.
10:10 - 10:25am
Networking Break.
11:25 - 11:25am
KeyTIncomeHome Tax Aspects: What Every CPA Wishes You Knew About Buy-Sell Agreements
Presented by Sarah J. Knight, CPA MT
11:25 - 12:45pm
Lunch on Your Own.
12:45 - 1:45pm
Death of a Business Owner: Estate Planning Considerations in
Structuring Buy/Sell Agreements
Presented by Bruce A. Fowler, Esq.
1:45 - 2:00pm
Networking Break
2:00 - 3:00pm
Tailoring Valuation Methods to Fit the Agreement
Presented by John M. Byrne, CPA/ABV
3:00 - 4:00pm
Insuring the Purchase Obligations under a Buy/Sell Agreement
Presented by William E. Roberts, CLU, ChFC
4:00pm
Adjourn
Chair
Bruce A. Fowler, Esq.
Fairfield and Woods, P.C.
Denver, CO
Faculty
John M. Byrne, CPA/ABV
Whipplewood CPAs
Littleton, CO
Bruce A. Fowler, Esq.
Fairfield and Woods, P.C.
Denver, CO
Sarah J. Knight, CPA MT
Knight Field Fabry LLP
Denver, CO
Debra A. (Deb) Porter, Esq.
Fairfield and Woods, P.C.
Denver, CO
William E. (Bill) Roberts, CLU, ChFC
Benefit Concepts, Inc.
Greenwood Village, CO
Video Replays: December 9, 2010
Denver: CLE Classroom, 1900 Grand Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $329.00 |
| CBA | $269.00 |
| CORP | $249.00 |
| New Lawyer | $229.00 |
| CBA | $229.00 |
- General Credits: 6.00
- Ethics Credits:
- EDI Credits:
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