March 19th at 11:00 a.m. Central Time

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Program Focus:

This one hour presentation will address IRS Code Section 338 and the advantages offered to both the buyer and seller in relation to structuring transactions.  The unique features available through this seldom used regulation have proved to be beneficial to both buyers and sellers.   When considering the use of an asset sale strategy versus the benefits offered by a stock sale, all professionals need to be aware of IRS Section 338 and the unique features it offers.

Program Presenters:  

 

Monty Walker, CPA, CBI:

A nationally recognized expert in the areas of business ownership transfers and the related challenges of maximizing the tax benefits under the existing IRS tax code.  Walker Advisory Services has been instrumental in structuring hundreds of successfully closed transactions.  In addition, the program will include other speakers that will include real life examples of how the application of this tax code aided in the closure of actual transactions.

 

Fran Keenan, CBI, The Thor Group

 

An experienced intermediary from the Washington, D.C. area serving clients across the U.S.  Fran is Vice President of The Thor Group and is a member of a number of professional associations representing a cross-section of the middle-market.