S Corp Exit Strategies

2 Hours

S corporations are often closely held businesses, built and sustained by a select group of shareholders.   While their single-level tax structure provides operations advantages, it also presents unique opportunities for tax-efficient business exits.  This course explores the tax implications of various exit strategies, including stock and asset sales, 338(h)(10) transactions, stock redemptions, tax-free reorganizations, and initial public offerings (IPOs).  Participants will gain valuable insights into structuring transactions to maximize benefits while ensuring compliance with federal tax regulations.

Speaker: James F. Tice, EA

Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.