Choice of Entity: Structuring Tax Efficiency for Privately Held Businesses

Click here to register for the in-person seminar.

Speaker: Jenny Tran, J.D., LL.M.

As a trusted advisor, you and your clients are invited to attend our in-person seminar where we will guide you on using California for-profit entities to accomplish California and Federal tax efficiencies through the life-cycle of a privately held business.  

You will understand these practical tax and timing considerations that will help owners decide which type of entity is best for their business:

• differences between sole proprietorships, limited partnerships, S-Corporations, and C-Corporations
• key governance distinctions and challenges
• planning strategies when structuring, or restructuring
• minimizing state and federal taxes at a liquidation event

Earn 1 hour of CFP or CPE credit

In order to be awarded the full CFP or CPE credit hour, you must be present during the entire educational presentation.