Tax Rep Network

Free Live Webinar

Earn 2 CPE / IRS-CE Credits

What Happens to the Business When Life Happens?

The buy-sell planning every business owner needs — a free webinar for tax professionals with Tax Rep Network and Bay State Financial.

December 2, 2026 · 1–3 PM ET

Free to attend

Presented in partnership with

Tax Rep NetworkBay State Financial

Overview

Your business-owner clients spend years building their companies — but what happens when an owner dies, becomes disabled, retires, gets divorced, or simply wants out? Without the right planning in place, an unexpected event can leave a business facing disputes over value, questions about who controls the company, liquidity problems, unexpected tax consequences, and even a forced sale. In this free webinar, we'll walk through the essential elements of buy-sell planning every business owner should consider — and the important role tax professionals can play in spotting planning gaps before they become expensive problems. Your clients already rely on you for tax advice; this session will help you recognize when they also need a plan for one of their most valuable assets: their business.

How buy-sell agreements address

  • Death or disability of an owner
  • Retirement or voluntary departure
  • Disputes among business partners
  • Divorce and other unexpected life events
  • Determining the value of the business
  • Funding the purchase of an owner's interest
  • Tax considerations when structuring a buyout
  • Keeping ownership and control in the intended hands

Your Speakers

Eric L. Green
Eric L. Green
Founder, Tax Rep Network
Rick Wells
Rick Wells
Douglas D'Andrea
Douglas D'Andrea

Credit

Earn 2 hours of CPE and IRS-CE credit

Program Level
Basic
Field of Study
Taxes
Delivery Method
Group Internet Based
Prerequisites
None
Advanced Preparation
None
Program Number
ZDZJI-T-00048-26-O

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