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
Overview
Vendor
California Society of CPAs

Registration Fees

MSCPA-AICPA Member
$60.00
MSCPA Member
$60.00
AICPA Member
$94.00
Non-Member
$94.00
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Thursday, Jan 4, 2018
2:00pm – 4:00pm

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Focus on the specific issues facing closely held business owners—a topic that was explored with great emphasis during the presidential debates. 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.

Focus on the specific issues facing closely held business owners—a topic that was explored with great emphasis during the presidential debates. 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 who want to discuss financial planning concerns with closely held business owner clients.

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.
  • 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

Prerequisites

An understanding of general principal

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