EPI Austin Chapter Event | March 20, 2024 CEPA 2023 (Corporate Rate) tax optimization strategies

tax optimization strategies

Learn 3 ways to monetize exit planning in your practice

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EPI Austin Chapter Event | March 20, 2024 CEPA 2023 (Corporate Rate) tax optimization strategiesWill consider the various steps that go into the exit process and an overview of the exit process itself whether that be a third party M&A sale or succession sale to family employees. Topics will include preparation, valuation, buyers, timing, and after the exit. A specific focus on the legal issues that arise prior to, during, and after a transaction. This can include (i) preparation necessary for an exit transaction, (ii) what to expect regarding