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

Add to Cart View Cart

Objective

  • 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.

Highlights

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

Instructors

Prerequisites

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

Developer

California Society of CPAs

Back to Course List Add to Cart View Cart