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Online CPE Event: Wednesday, July 22, 2020

Wednesday, July 22, 2020 @ 1:00 pm - 3:00 pm

Online CPE Event:

Guiding Clients Through Succession Planning and the Sale of Accounting, Medical and Legal Practices During the COVID-19 Pandemic and Beyond

Wednesday, July 22, 2020

 

TXCPA Dallas

invites you to an

Online CPE Event

Guiding Clients Through

Succession Planning and the Sale of

Accounting, Medical and Legal Practices

During the COVID-19 Pandemic and Beyond

presented by

 

Elise Barajas

Counsel, Gray Reed

 

John Eads

Tax Preparer, Howard LLP

 

Greg Sampson

Senior Counsel, Gray Reed

  

Wednesday, July 22, 2020

1:00 p.m. – 3:00 p.m.

 

This is an online event.

 

Course Description: Professional practices are continuing to be sold despite the uncertainty brought about by the COVID-19 pandemic and, in some instances, the pandemic and related economic downturn may actually spur the sale of some practices or hasten succession planning. This course will provide an overview of considerations in advising and guiding clients through the sale process, including tips for avoiding common pitfalls and identifying legal, ethical and practical issues specifically related to the sale of accounting, medical and law practices.

 

 

Learning Objectives:

Attendees will:

  • Understand the general practice sale process from start to finish and its role in succession planning.
  • Learn how to avoid common pitfalls associated with the sale of professional practices and succession planning.
  • Learn how to identify legal, ethical and practical issues specifically related to the sale of accounting, medical and law practices.
  • Learn how the COVID-19 pandemic may impact clients in the sale of their practices or succession plans.

 

 

Course Level:         Basic/Technical

Prerequisites:         None

Course #:                  21120219

CPE Credit Hours: 2

Date:                          Wednesday, July 22, 2020

Time:                         1:00 p.m. – 3:00 p.m.

Format:                     Live (Internet-based)

Cost:                          $35 / Members

$135 / Non-Members

 

To register, click here.

Details

Date:
Wednesday, July 22, 2020
Time:
1:00 pm - 3:00 pm
Website:
https://txcpadallas.regfox.com/cpe-event-guiding-clients-through-succession-planning

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