Choosing the right entity is critical for when it comes to business transition planning. This session focuses the legal and tax implications of available entities as they pertain to selling a business and how to convert from one entity form to another on a tax-efficient basis

This session explores the basic differences between the Redemption and the Cross-Purchase approaches to buy-sell structuring, the tax implications of each, and uses of insurance in each structure

The core of any buy-sell plan is the buy-sell Agreement. The video series spends significant time going over what makes a good agreement and the many nuances/clauses that should be considered when drafting one.