as you would like it to appear on your nametag

Note - Cost for joint CVBBA/IBBA members: $199 for ONE course. If you take TWO courses, there's a reduced rate of $348 ($199 for one course, $149 for the second course). Each course is 4 credit hours.

Course #120: Tax Issues Every Business Broker Needs to Know. - Taught by Monty Walker

Optional IBBA Course #120 Part 2: Tax Issues Every Business Broker Needs to Know.
4 credit hours – Monty Walker – Instructor - 8:30 AM-12:30 PM
This section covers Asset Transactions, Stock Transactions, and Allocation of Purchase Price. This section provides the participant with the basics to understand the impact that an Asset and Stock transaction decision will have on the success of a business transfer. Allocation of Purchase Price will go beyond a surface-level understanding by looking at what strengthens an asset allocation in the eyes of the IRS, by looking at tax associated with certain hard-to-understand assets, and by gaining an understanding of the provisions associated with the seven asset classes.

Optional IBBA Course #120 Part 3: Tax Issues Every Business Broker Needs to Know.
4 credit hours – Monty Walker – Instructor - 1:00 PM - 5:00 PM
This section covers Tax Basis, Entity Types, and Transaction Costs. This section enables a participant to understand how tax basis impacts tax liability, and the different ways tax basis gets developed, such as cost, gift, bequeath, and exchange. Can an inherited business provide a tax benefit to a Seller? This section will help answer this question. Options exist for the type of entity from which to operate a business. The fundaments of the four primary operating entities will be explored. What are the tax requirements for transaction costs such as broker success fees, legal costs, accounting costs, business valuation costs, etc.? The way a Seller and Buyer are impacted by these costs will be covered.