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Live Webcast Replay

2024 Creative Strategies for Buying, Selling, or Gifting a Business

Total Credits: 8 including 8 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
8 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios and practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities, and safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients.

Discover the potential for strategic success as you master topics including estate transfer and tax implications, gifting strategies, and the utilization of various trusts and partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax and estate planning. Join us and immerse yourself in a journey towards mastery in the vibrant landscape of business transactions.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives
  • Identify key tax risks associated with business transactions to minimize liabilities effectively
  • Discuss various strategies for estate planning to protect assets during business transfers
  • Explain the differences between stock purchase and asset purchase in business transactions
  • Analyze valuation methods to determine the fair market value of business interests accurately
  • Compare and contrast different gifting strategies for transferring business interests
  • Recognize the implications of transferring business interests to trusts and partnerships
  • Evaluate the advantages and disadvantages of utilizing self-canceling installment notes in transactions
  • Discuss the tax implications of transferring S corporation stock to trusts
  • Apply knowledge of estate transfer and tax issues to provide valuable advice to clients
  • Demonstrate the process of transferring business interests with an Employee Stock Ownership Plan (ESOP)

Major Subjects
  • Valuation methods for business interests
  • Stock purchase versus asset purchase
  • Estate transfer and tax considerations
  • Gifting strategies for business interests
  • Trusts and partnerships in business transfers
  • Self-canceling installment notes in transactions
  • Transferring S corporation stock to trusts
  • Business interest transfer with Employee Stock Ownership Plan (ESOP)

Course Materials


Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Mon, Jul 29, 2024 - 10:00am to 05:37pm EDT
Wed, Aug 07, 2024 - 11:00am to 06:37pm EDT
Thu, Aug 22, 2024 - 12:00pm to 07:37pm EDT
Fri, Sep 13, 2024 - 09:00am to 04:37pm EDT
Fri, Sep 27, 2024 - 10:00am to 05:37pm EDT
Thu, Oct 03, 2024 - 11:00am to 06:37pm EDT
Sat, Oct 19, 2024 - 12:00pm to 07:37pm EDT
Thu, Nov 07, 2024 - 09:00am to 04:37pm EST
Wed, Nov 20, 2024 - 10:00am to 05:37pm EST
Sat, Dec 07, 2024 - 11:00am to 06:37pm EST
Fri, Dec 13, 2024 - 12:00pm to 07:37pm EST
Mon, Dec 23, 2024 - 09:00am to 04:37pm EST
Fri, Jan 03, 2025 - 10:00am to 05:37pm EST
Fri, Jan 24, 2025 - 11:00am to 06:37pm EST
Thu, Feb 13, 2025 - 12:00pm to 07:37pm EST
Wed, Feb 26, 2025 - 09:00am to 04:37pm EST
Fri, Mar 14, 2025 - 10:00am to 05:37pm EDT
Thu, Mar 27, 2025 - 11:00am to 06:37pm EDT
Sat, Apr 19, 2025 - 12:00pm to 07:37pm EDT
Mon, Apr 28, 2025 - 09:00am to 04:37pm EDT
Wed, May 14, 2025 - 10:00am to 05:37pm EDT
Tue, Jun 03, 2025 - 12:00pm to 07:37pm EDT
Wed, Jun 18, 2025 - 09:00am to 04:37pm EDT
Wed, Jun 25, 2025 - 10:00am to 05:37pm EDT
Sat, May 23, 2026 - 11:00am to 06:37pm EDT

Additional Info

Basic Course Information


Basic understanding of business tax and estate planning strategies

Advanced Preparation None
Designed For

CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers

Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.5

Total Reviews: 6


Toni P

"Very personable and relatable speaker. Great content. Thank you."