The Florida Bar
www.floridabar.org


The Florida Bar Continuing Legal Education Committee and the
Tax Section present
Business Disposition and Succession Tax Strategies: Live Long & Prosper
...But Just In Case


Course Classification: Advanced Level
Live Presentation and Webcast: Friday, October 14, 2011
Gaylord Palms Resort & Convention Center * 6000 W Osceola Parkway * Kissimmee, FL 34746 * (407) 586-2000

Course No. 1294R


This seminar includes topics on Mergers & Acquisitions Involving Closely Held Corporations and their Shareholders, Business Succession and Estate Planning for the Final Frontier, Business Succession with TRA 2010: Making Two Years Last a Lifetime, Private ESOPs: Unlocking Corporate Equity, Valuation Overview and Insight, Buy-Sell Agreements: Avoiding Unwanted Third Parties, Panel Discussion: Surviving Beyond 2011: The Team battles Uncle Sam.



9:00 a.m. - 9:20 a.m.

Late Registration

9:20 a.m. - 9:30 a.m.
Opening Remarks and Introduction
Joel D. Maser, Orlando, Program Chair

9:30 a.m. - 11:10a.m.
Mergers & Acquisitions Involving Closely Held Corporations and Their Shareholders
Jerald D. August, West Palm Beach
Stephen R. Looney, Orlando

11:10a.m. - 11:20 a.m.
Networking Break

11:20 a.m. - 12:10p.m.
Business Succession and Estate Planning for the Final Frontier
Laura K. Sundberg, Orlando

12:10 p.m. - 1:20 p.m.
Lunch (included in Registration)
Business Succession with TRA 2010:
Making Two Years Last a Lifetime
Paul S. Lee, New York, NY

1:20 p.m. - 2:10 p.m.
Private ESOPs: Unlocking Corporate Equity
William E. O’Brien, Oakbrook, IL, Corporate Client Group Director, Sr. V.P

2:10 p.m. - 3:00 p.m.
Valuation Overview and Insight
Roy H. Myers, Princeton, NJ

3:00 p.m. - 3:20 p.m.
Networking Break

3:20 p.m. - 4:10 p.m.
Buy-Sell Agreements: Avoiding Unwanted Third Parties
Joel D. Maser, Orlando

4:10p.m. - 5:00 p.m.
Panel Discussion: Surviving Beyond 2011:
The Team battles Uncle Sam
Stephen L. Perrone, Ft. Lauderdale
Joel D. Maser, Orlando




1294-TX-11.pdf









To register for the live Webcast, please print and complete the registration form then send with payment by mail or fax. Call The Florida Bar Order Entry Department at (800) 342-8060 ext. 5831 with any questions.

WEBCAST / WEBINAR - Registrants who participate in a live webcast will receive an email with a link and log-in credentials 2 days prior to the seminar to include access to the course materials. If The Florida Bar does not have your e-mail address, contact Order Entry Department at 850-561-5831.

ELECTRONIC COURSE MATERIAL NOTICE:
Effective July 1, 2010, every CLE course will feature an electronic course book in lieu of a printed book for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video DVDs. This searchable, downloadable, printable material will be available via e-mail several days in advance of the live course presentation or thereafter for purchased products. We strongly encourage you to purchase the book separately if you prefer your material printed but do not want to print it yourself.

Print the attached PDF brochure for more detailed information.



1294
R
8.0
0.0
0.0
0.0
0.0



8.00
8.0
1.0
8.0

Credit may be applied to more than one of the programs above but cannot exceed the maximum for any given program. Please keep a record of credit hours earned. RETURN YOUR COMPLETED CLER AFFIDAVIT PRIOR TO CLER REPORTING DATE (see Bar News label). (Rule Regulating The Florida Bar 6-10.5).




*** Live ** Videotaping Session * Videotaped Replay


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[Revised: 06-01-2008]