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

Description

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

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

  CPAs and financial planners.  

Instructor(s)
Jeffrey Rattiner
Prerequisites

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

Advanced Preparation

This webinar is produced by AICPA. 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.

Location
Webinar
Event Information
When
Jun 7, 2021
9:00 am - 11:00 am MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$ (% off)
$79.00

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$ (% off)
$109.00
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Webinar (CA): Closely Held Business Owner Financial Planning Opportunities


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