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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Objective

*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

Highlights

*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

Instructors

Prerequisites

This webcast is an intermediate continuing education webcast.  

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

Developer

ACPEN

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