CPE Seminar

Richmond | Succession and Exit Planning Post Tax Cuts & Jobs Act

March 22, 2019


Transactions have been greatly impacted by the Tax Cuts & Jobs Act (“TCJA”), resulting in unique structuring opportunities, valuation adjustments and deal financing.

Join Cherry Bekaert for a seminar on the impact of the TCJA on deal flow and the do’s and don’ts of succession and exit planning. Our presenters will combine their respective public accounting, technical, and company management experience to discuss tax and finance structuring advice to provide you with a comprehensive succession and exit planning strategy focused on the transactions between private equity groups and business owners.

What Attendees Will Learn

  • Business owner best practices during the transaction process.
  • Trends in the private equity sector.
  • How to strategically structure entities for sale.
  • Considerations during the investment in, or purchasing of, businesses.
  • Repercussions of tax changes on private equity groups and business owners.

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 2 Hours*
Delivery Method | Group Live
Program Level | Basic
CPE Category | Accounting, Financial Management, Valuation, Tax Compliance and Due Diligence, Succession Planning

2 Hours of CPE* at No Charge!

CPE Sponsors Logo*Cherry Bekaert 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.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.