Mobile Edition

Closely Held Business Owner Financial Planning Opportunities (4173383A)

Date:Thursday, January 4, 2018
Time:2:00 PM - 4:00 PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Jeffrey H. Rattiner
Vendor:California CPA Education Foundation
Course Level:Overview
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members


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.

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

Who Should Attend:

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

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

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.