Corporate Separations Are Inevitable; The Complex Rules of Doing Them Tax Free

$45

FREE FOR BHBA MEMBERS

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Credit Details
Credit Hours:
1.25
Specialty Area:
Taxation Law
Credit Type:
General
Original Air Date:
March 8, 2022
Accredited In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

This presentation covers the most significant tax rules that planners and clients should be aware of in making sure that a corporate separation will qualify as a tax-free event. Corporate separations typically occur when:

  • Shareholders no longer agree on the direction of the corporation,
  • Family business succession planning issues arise,
  • Shareholders want to insulate different corporate divisions from the liabilities of other divisions,
  • A corporation wants to give certain key employees an equity interest in a certain corporate division or
  • A corporation wants to consolidate certain assets that are expected to sell in the future for a higher price.
  • Failure to understand and carefully comply with the detailed tax rules to qualify as a tax-free corporate divisive reorganization will result in the entire business being treated as if it were sold.
Meet the Speakers
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Stephen Mihaly

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Attorney, KFB Rice, LLP

Stephan Mihaly, attorney at KFB Rice, LLP, California State Bar Certified Specialist in Taxation Law and California State Bar Certified Specialist in Estate Planning, Probate & Trust Law, has been specializing in the field of domestic and international business and tax law for more than 35 years. He has been a member of international law firms, accounting firms and boutique tax law firms. He represents domestic and foreign privately held U.S. companies and high net worth U.S. and foreign clients and their families in outbound and inbound transactions focusing on structuring and implementing income, estate and succession plans to minimize U.S. and foreign income and transfer taxes. He also represents clients in international and domestic tax controversy matters.

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