If you or a client has been affected by the Marshall Fire, please click here to visit our resource page.

Webinar (CA): Closely Held Business Owner Financial Planning Opportunities


Focus on the specific issues facing closely-held business owners—and the tax treatment that could benefit these business entrepreneurs. Learn how business owners are re-thinking succession strategy in a post-COVID world! Learn more on these subjects, including succession planning, retirement planning, income tax planning, risk management planning, and estate planning.

Learning Objectives

• Determine the critical issues for closely-held business owners and the real desire for assessing their businesses in a post-COVID world!
• Recognize key issues crucial to the successful operation of a closely held business owner.
• Integrate the many facets of financial planning from the vantage of the closely held business owner. • Learn how to survive and prosper as a closely held business owner in rapidly changing times. • Develop appropriate recommendations to address those critical exposures that exist for the closely held business owner.
• Evaluate options for the closely held business owner when passing the business to the next generation.

Major Topics

• Personal Financial Planning
• Insurance Planning
• Investment Planning
• Business Succession Planning
• Income Tax Planning
• Practice Management and Marketing
• Retirement Planning
• Executive Compensation
• Estate Planning

California CPA Education Foundation
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

CPAs and financial planners.


An understanding of general principles of closely held business owner issues.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Dec 21, 2021
11:00 am - 1:00 pm MST
Total CPE Credits


$ (% off)


$ (% off)
Become A Member

Register for this Event

Webinar (CA): Closely Held Business Owner Financial Planning Opportunities

Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now