Tax Law 101

Topics covered will include:

Partnerships and Profits Interests: Tax-Efficient Incentives for Key Employees
Too often, small businesses assume stock options are the only way to reward and retain top talent and key employees. But for companies taxed as partnerships or LLCs, profits interests can be a more flexible, tax-efficient alternative. Properly structured, profits interests align employee performance with company growth while protecting existing owners’ equity. 

QSBS and the Entrepreneur’s Exit: Structuring Today for a Tax-Free Tomorrow
Every entrepreneur dreams of building and selling their business for a life-changing sum. Similarly, during business acquisitions, an early key consideration in any M&A transaction is structuring into qualified small business stock or QSBS. Section 1202 offers a path to tax-free exits, but only if your company and stock meet strict requirements. The upside? Millions in excluded gain.

Entity Selection and Taxes: Structuring Your Business for Maximum Savings 
The decision to form a new legal entity is more than just a legal choice, it is a tax strategy that can have a significant impact on a taxpayer’s business. From how profits are taxed, to how owners are compensated, to how much you keep in a future exit, the wrong entity can cost you dearly. This CLE will explore the different types of legal entities that a taxpayer can form, the various tax classifications involved and what key considerations should be taken into account when advising clients.

Using F Reorganizations in M&A Transactions
When preparing for an acquisition, business owners often discover that their current entity structure creates tax or legal roadblocks. An F Reorganization can provide a clean “fresh start” entity - without losing the history, contracts, and tax attributes of the old one. For sellers, it’s a powerful way to maximize tax efficiency and deal flexibility. For buyers, it can be a useful carrot to gain access to deals that may otherwise be inaccessible. 
 

*Register for Tax Law Update and Business Law webinars and receive a 10% discount on both!