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Closely Held Business Owner Financial Planning Opportunities 4173383A
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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.

1/4/2018
When: 12:00 PM to 2:00 PM
Where: Webinar/Webcast
United States
Presenter: Jeffrey H. Rattiner
Contact: April Deneault
801-466-10807


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Curriculums:   Retirement, Pensions, Financial Planning & Ins.,Retirement, Pensions, Financial Planning & Ins.,Financial Leadership Forum

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  2

Description

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.



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

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.

Level:  Overview

Designed For

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

Advanced Prep:

None.

Prerequisite

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

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