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Using CRTs with Small Business Sales

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Using CRTs with Small Business Sales
Presenter: Ted Batson, Renaissance
Thursday, April 24 | 2:30 pm 1 CFP and 1 CAP credit offered

With increased capital gains tax rates, the implementation of the new 3.8% Medicare surtax, and higher state tax rates, CRTs are re-emerging as a tax planning tool of choice. This presentation will explore using CRTs with a variety of small business entities including C-corporations, S-corporations, LLCs, and partnerships. Attendees will gain an appreciation of the use of CRTs in the context of small business sales, including identifying appropriate scenarios for using CRTs. Further, attendees will learn how a corporate redemption plan can be used to create an intra-family succession plan.

Ted R. Batson, Jr. is Executive Vice President of Professional Services for Renaissance, the nation’s leading third-party administrator of charitable planned giving tools.

Mr. Batson has spoken to numerous groups regarding charitable planning including the National Conference on Planned Giving, the Advisors in Philianthropy National Conference on Philanthropy, estate planning councils and planned giving councils in various states, producer groups, and advance­ed markets study groups. Mr. Batson has been published in the Tax Adviser, the Indiana Law Review, the Planned Giving Design Center (, ProducersWEB.Com, the Estate Planning Newsletter of the Society of Financial Service Professionals, and various broker/dealer publications.

Mr. Batson is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society. He previously served on the AICPA’s Fiduciary Accounting Task Force. Mr. Batson was previously employed at Capin Crouse LLP, Certified Public Accountants, a leading provider of accounting and consulting services to non-profit organizations. He is a graduate of Asbury University (Wilmore, KY) (B.A. in Computer Science), the Indiana University Kelley School of Business (MBA in Accounting), and the Indiana University Robert H. McKinney School of Law (JD summa cum laude)

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