CPE Course Getting the Tax Aspects of Business Planning Right from Formation to Termination

December 15, 2017

8:30am — 4:15pm

Location Manchester

Member Price $279.00
Non-member Price $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Intermediate

Designed For

CPAs who advise client business entities or their own firm on the tax-oriented aspects of business decision making

8.00 credits

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This course presents a unique ‘hands-on’ opportunity to understand the tax aspects of the decision-making process that a business owner must undertake throughout the life cycle of the business. The session begins with the class agreeing to a basic set of facts about the business -- its products and services, number of owners, and so on. From there we will proceed through a discussion of key life cycle decisions and their tax-oriented alternatives, beginning with choice of entity and moving through additional key decisions affecting the operation, maturation, and growth of the business. The day culminates with an exercise in which teams of participants will independently negotiate the terms of a sale of the mature business, based upon a final set of facts agreed to by the class as a whole. The most fascinating aspect of this exercise is watching the class react to just how different the final sales terms can be for each team. A highly interactive and participatory way to expand your understanding in this complex area.

Learning Objectives:
• Understand the ways in which tax-oriented alternatives impact key life cycle decisions of a business and the ways in which the facts and attributes of a given business impact these choices
• Be able to articulate and apply a structured process for evaluating a decision in light of the business’s unique circumstances and determining the best alternatives from a tax standpoint


• Choice of entity considerations
• Payroll and health care
• Business expansion
• Multi-state tax implications
• Pension plans
• Asset acquisition within the operating company or a separate entity or leasing and inventory treatment
• Negotiation of terms of sale


Martin J. Satinsky, CPA, J.D., LL.

Martin J. Satinsky has been providing tax and financial planning services to individuals and businesses for over 40 years. He has co-authored seven books on income and estate taxes and personal financial planning, including the popular “Tools and Techniques of Financial Planning.” He has conducted numerous seminars on tax, estate planning, and financial planning topics, including many presentations on life insurance issues. Mr. Satinsky has worked with regional and international accounting firms, including seven years as a tax partner with Coopers & Lybrand. He was a partner in the accounting firm of Smart and Associates, LLP, specializing in tax consulting for high net worth individuals and closely-held businesses. As director of professional development, he was also responsible for the firm’s training and continuing professional education (CPE) program through Smart University. He was also a founding shareholder of Second Opinion Financial Services, Inc. (SOFS), a company with a focus on educating professionals on the use and mechanics of life insurance. In 2006 Mr. Satinsky was honored by the National Association of Estate Planners and Councils (NAEPC) as a Distinguished Estate Planner. Mr. Satinsky is a graduate of the Pennsylvania State University and the Law School of the University of Pennsylvania. He received his Master of Law degree in Taxation from Temple University Law School.close


Some experience in, and a working knowledge of, the fundamental principles of business taxation


Surgent McCoy CPE, LLC

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