Webinar Details
Course Description

Join BTA Advisory Group's guest speakers Eric Kotch and Sam Kotch who have developed Business Asset Structured Entities (BASE) as a financial structure providing opportunities for high earning clients to participate in contractual returns and obtain tax benefits. BASE opportunities exist in technology, film, and intellectual property. This webinar will provide CPAs and tax practioners with innovative ideas to share with clients.  

Learning Objectives
  • Identify how BASE transactions are structured and how to evaluate the economic benefits.
  • Recognize how to customize a BASE transaction to offset income sources for your high net worth clients.
  • Explore how to price BASE structures and present them to clients in a way that demonstrates financial benefits.
Who Should Attend

CPAs and tax practitioners with high net worth clients.

Advanced Preparation

None.

Presenter Details
  • Eric Kotch
    • Guest Speaker, Co-Founder of Advanced Monetization

    Eric Kotch is the Co-Founder of Advanced Monetization, graduate of the Wharton School and Penn Law. He is a member of the New York State Bar Association. Eric currently serves on the Investment Committee of Acquis Capital, a private investment firm that specializes in acquisition and project financing.  Eric has 35 Years of experience structuring financial transactions.


  • Sam Kotch
    • Guest Speaker, Co-Founder of ECOM Software and Accrueme

    Co-Founder of AccrueMe LLC and other successful E-Commerce Brands with over $100M+ in Revenue. He has helped raise capital for hundreds of early-stage companies and entrepreneurs. Sam has a B.S. in Finance and MBA from Bentley University in Waltham, Massachusetts. 

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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: NASBAregistry.org.
Date & Time
Tuesday, September 24, 2024

12:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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