Closely Held Business Owner Financial Planning Opportunities

The start date for this course has passed. Registration is no longer available.

This course is 2.00 credits
Course Level
California Society of CPAs

Registration Fees

MSCPA Member
AICPA Member
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Monday, Oct 21, 2019
2:00pm – 4:00pm

Focus on the specific issues facing closely held business owners—and the tax treatment that could benefit these business entrepreneurs. 

Determine why it is essential to begin the process of planning sooner rather than later and what needs to happen during these working years. Learn more about this topic including succession planning, retirement planning, income tax planning, risk management planning and estate planning.

Materials are provided as an ebook for this course.

Designed For

CPAs and financial planners.

Course Objectives

  • Determine the critical issues for closely held business owners.
  • Recognize key issues crucial to the successful operation of a closely held business owner.
  • Learn how to survive and prosper as a closely held business owner. 
  • Develop appropriate recommendations to address those critical exposures that exist for the closely held business owner.

Major Subjects

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


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

The start date for this course has passed. Registration is no longer available.