Owners of closely held businesses have unique estate planning considerations that should be addressed by the personal financial planner.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers planning strategies and documents related to closely held business estate planning issues. This course features specialized knowledge areas including:
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.