This course explores strategies for optimizing estate taxes to maximize wealth transfer for business owners. Participants will learn about the interplay between business valuation and estate tax planning, focusing on techniques to preserve and grow wealth for future generations.
The session will cover essential tax laws, effective transfer strategies, and practical applications through real-world examples. By the end of the webinar, attendees will have a comprehensive understanding of how to navigate estate tax complexities to benefit their clients or their own businesses.
Learning Objectives:
DeJoy & Co.
Senior Manager, Director of Business Valuation and Advisory
[email protected]
(585) 491-9829
Anthony Venette is the Director of Valuation and Advisory Services at DeJoy & Co. With extensive experience in business valuation consulting for trust and estate planning, financial reporting, succession planning, and mergers and acquisitions, Anthony specializes in complex equity structures and family limited partnerships. He is dedicated to helping families and businesses preserve their legacy for generations. Prior to joining DeJoy & Co., Anthony worked at PwC and Empire Valuation. He is the author of the monthly newsletter “What’s it Worth?” on business valuation topics.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222