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2017 Super Star Seminar
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2017 Super Star Seminar

Clint Bentz, CPA will present "Passing the Torch
- Helping Clients Sell/Transfer Their Business" - 8 hours CEU each day!
Cost includes continental breakfast, lunch, and textbook.
We warmly invite non-members to take advantage of the member discount
by completing and submitting our membership application before
registering for this seminar using the Join Now link in the upper menu.

 Export to Your Calendar 10/24/2017 to 10/25/2017
When: October 24-25, 2017
Up to 2 full days
Where: Holiday Inn
25425 SW 95th Ave
Wilsonville, Oregon  97070
United States
Presenter: Clint Bentz, CPA, CMA
Contact: Linda Musson
503-726-0100


Online registration is available until: 10/24/2017
« Go to Upcoming Event List  

2017 Super Star Seminar on October 24-25 - Clint Bentz, CPA presents up to 16 hrs CPD on Helping Clients Sell/Transfer Their Business

Content To be covered over two days         

  • Introduction to topic
  • Business Owner Lifecycle
  • Process for business owner transition
    • Phase I – preparing for exit
    • Phase II – Evaluate and choose options to fit personal goals
    • Phase III – Execution
  • Phase I – preparing for exit
    • Life Extender exercise
    • Goal setting exercise
    • Identify obstacles exercise
    • Family Business dynamics – the three circles
    • Creating the Family Blueprint
      • Begin with the end in mind
      • Managing expectations
      • Identifying where the business is in its lifecycle
      • Two Golden Rules
      • Using the Twelve Questions process (Thomas Williams Deans PhD)
    • Exploration of the Twelve Questions process
  • Phase II – evaluate options
    • What do you have to sell?
    • Issues with selling professional firms
    • 8 options for transitioning out of the business
    • Using IRC 409A deferred compensation plans
    • Evaluate effect of options on lifestyle, financial needs and family
  • Phase III – Execution
    • Putting together the advisor team
    • Valuation of the business
    • Case study on business valuation
    • Closing the deal
    • Transitioning out of the business
  • Practical tips on selling the business
    • Selling is a negotiation
    • Understanding the terms used in a business sale
    • Asset classes for IRS reporting
    • Valuing assets
    • Getting the business ready for sale
    • Selling assets vs selling the business
    • Tax issues with partnerships and corporations
    • Tax treatment of different types of sales
    • Ways to defer gain on sales
  • Unique issues with transitioning family owned businesses
    • Multi-generational planning issues
    • Professionalizing the business
    • Governance structures
    • Intergenerational communications
    • Conducting family meetings
  • Unique issues with transitioning farming, ranching and timber businesses
    • On-farm vs off-farm heirs
    • Structuring the transaction
    • Specialized tax issues
  • Recap and conclusions

 COST

Continental Breakfast, Lunch, and textbook included

Non-OATC members are warmly invited to join before registering so they may take advantage of the member discount!

  Register by
7/31
Register
8/1 - 9/30
Register
10/1- 10/23
Register
at the door
OATC Member Non-Member OATC Member Non-Member OATC Member Non-Member OATC Member Non-Member
 10/24 and 10/25 250 290 275 315 300 340 350 390
 10/24 ONLY 150 190 175 215 200 240 250 290

 

 

Clinton Bentz

 

 

About the Speaker

Clint Bentz, CPA leads the Trust & Estate practice at Boldt Carlisle + Smith, and is an expert in family succession issues. He is a Certified Public Accountant, Certified Management Accountant, a graduate of the Cannon Trust Tax School, and the former chair of the firm’s management team.

After working as a corporate controller for several years, Clint entered public practice in 1989, providing professional tax, estate planning, and business consulting services to individuals, partnerships and corporate clients.

Clint is a frequent contributor for publications on taxation and estate planning issues, and is a popular speaker on estate planning and taxation issues for both lay audiences and tax professionals.

 

 

 

 

 

the Location

Holiday Inn Conference Center
25425 SW 95th Ave., Wilsonville, OR
West of I-5 at Exit 286

CLICK for a map

We have Guest Rooms available for our attendees.  They are Standard/Doubles at a rate of $109 per night plus tax. The reservations can be made by calling 1-800.465.4329 or 503.682.2211 and asking for the Oregon Association of Tax Consultants group rate.  The cutoff for reservations at that rate is 10/15/2017.

They will honor those rates 2 days before and 2 days after the normal dates of Oct. 23, 24 and 25.

more Calendar

7/31/2017
Westside Chapter Meeting - Personal Property Tax, presented by Washington County Tax Auditor

8/10/2017
Mid-Willamette Chapter Meeting and Education

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