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The legal and tax structure you choose today can influence your company’s growth, access to capital, tax position, and eventual exit for years to come. Whether you’re launching a new venture or preparing for your next stage of growth, understanding the long-term implications of entity selection is essential.

Join CBIZ and a panel of legal and tax professionals as they compare LLCs, S corporations, and C corporations, and discuss how factors such as funding needs, ownership structure, tax considerations, and exit goals can impact this crucial decision.

Attendees will also gain practical insights into Qualified Small Business Stock (QSBS) planning and strategies that can help founders and investors maximize potential tax benefits upon exit.

Register today to learn how thoughtful entity planning today can help founders and investors navigate growth, attract capital, and prepare for a more tax-efficient exit tomorrow.

Moderator

Katy Daiell, CBIZ, Managing Director

Presenters

Tony Zhang, Founder, SBUR
Wesley Brooker, Senior Manager, CBIZ
Nicholas Stawasz, Partner, Troutman Pepper Locke

CPE CREDITS
Program Description Enter With an Exit: Choosing the Right Entity From Day One

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • LLC vs. S Corp vs. C Corp: advantages and disadvantages
  • Implications for changing entities
  • Entity selection factors: taxes, funding, ownership, and exit planning
  • When a C corporation may be advantageous despite double taxation
  • QSBS eligibility requirements and recent enhancements to Section 1202
  • Converting from an LLC or S Corp to a C Corp
  • Common structuring mistakes that can jeopardize QSBS benefits
  • Tax-efficient planning for founders, investors, and future exits
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Overview – Professionals at all organization levels
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. 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.NASBARegistry.org.