CPE Course Closely Held Business Owner Financial Planning Opportunities

January 4, 2018

2:00 PM — 4:00 PM

Location Webinar

Member Price $60.00
Non-member Price $94.00

Curriculum Specialized Knowledge

Field of Interest

Level Overview

Designed For

CPAs who want to discuss financial planning concerns with closely held business owner clients.

2.00 credits

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  • 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.


  • 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.


California Society of CPAs

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