1.0 CPE CREDITS
Most owners at some point sense that the time has come to transfer their business to another provider or firm. This self-study course focuses on various considerations involved in selling a business, specifically service-related businesses such as a tax practice.
In this self-study course, you’ll learn what to consider in the years leading up to a sale, how to think about the value of a service business, and what you need to know about the terms of a sale. Additionally, you’ll explore the tax implications of an asset sale vs. an equity sale. There’s also a discussion of what the seller and buyer need to do and be aware of after the sale is complete. You’ll learn about the importance of the business owner working with a team of professionals, whether the business being sold is a client’s or your own.
Last reviewed for accuracy: October 2024
This course involves completing a pretest, watching a video, answering quiz questions throughout, and successfully passing an exam with a score of 70% or better. The course includes a set of PDF materials that accompany the presentation.
CPE: This course offers 1.0 CPE credit and is approved by the IRS and NASBA for CPA credit in all states.
Cost: $25
Expiration: Per IRS guidelines, this course expires on 12/31/2026. Students must complete the course and pass the final exam by the expiration date or 1 year from the time of purchase, whichever comes first.
Access Instructions: Upon purchase, students receive a transaction receipt via email that contains instructions to complete the course, as well as a code that is required to earn credit for the course. Important note: the person purchasing this self-study course must be the same person taking the course and completing the exam. This course performs best utilizing a desktop or laptop computer, not a mobile device.
For questions regarding refunds, registration policies, and resolving concerns, please see our Policies and FAQ.
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Learning Objectives: By taking this self-study course, you will be able to:
CPE Credits (qualifies for IRS): 1.0. Final exam must be passed with a score of 70% or better.
Expiration: Per IRS guidelines, this course expires on 12/31/2026. Students must complete the course and pass the final exam by the expiration date or 1 year from the time of purchase, whichever comes first.
Delivery Method: QAS self-study (online self-study)
Program Level: Overview
Field of Study: Taxes
Prerequisite(s): Professional experience preparing federal tax returns.
Materials: Upon purchase, the transaction receipt that is provided via email will contain instructions to access the course materials.
Advance Preparation: None
No filings; only good for IRS credit
Please see the CPE FAQ for more information.
With our self-study courses, you can earn CPE anytime, from any computer or internet-connected device.