December 21, 2021 11:00am – 1:00pm Map & Directions 602-252-4144

Webcast: Closely Held Business Owner Financial Planning Opportunities

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

10:30am

Fees

Member:
$75
Non-CPA Staff:
$101
Non-CPA Staff (100% club):
$75
Non-CPA Staff (sole proprietor):
$75
Non-Member:
$101
Webcast
Specialized Knowledge
2

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.

Course Level

Overview

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs and financial planners.

Prerequisites

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

Highlights

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

Notes

Manager/Senior Manager; Director; Executive/VP

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