CPE Course Successful Business Plan Composition: Part I - A Business Plan is Not a Substitute for a Private Offering Memorandum

December 29, 2017

2:00 PM — 4:00 PM

Location Webinar

Member Price $79.00
Non-member Price $109.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

*CPAs*Attorneys*Enrolled Agents*Enrolled Retirement Plan Agents*Self-directed Retirement Plan Fiduciaries, Custodians, and Administrators *Self-directed Retirement Plan Account Holders*Tax Return Preparers*Financial Planners*Business Consultants

2.00 credits

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*Recognize elements of a Private Offering Memorandum correctly center on risk disclosure and misrepresentation or material omission avoidance  

*Recognize elements of a business plan correctly convey investigations into expected venture outcome  

*Recognize a business plan and Private Offering Memorandum elements target different objectives and, as such, a business plan is correctly not a substitute for a Private Offering Memorandum  

*Recognize the tax code’s material participation requirements correctly coalesce a conclusion the investor’s venture investment interest is not protected by federal or state securities laws  

*Recognize business partner factual averment acknowledgements in the business plan correctly protect consulting professionals from aiding or abetting federal or state securities law violations


*The definition of a security  

*Elements of a Private Offering Memorandum  

*Business plan composition: The SBA format  

*Tax code material participation requirements  

*Business plan requirements: securities law violations and defensive client acknowledgements



This webcast is an intermediate continuing education webcast.  

It is assumed the webcast participant has achieved basic business plan writing skills and understanding



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