Webcast: Closely Held Business Owner Financial Planning Opportunities 2024

Overview

Many business owners need to pay more attention to the financial planning opportunities and implications when starting, growing and successfully running their businesses. This all-inclusive course brings together closely held business owner specifics, focusing on critical structure and financial planning issues, such as identifying those issues that business owners need to keep on the radar. This session will help determine the goals and objectives of the business owner when selecting or changing a form of the organization concerning start-up costs, control over the operation of the business, personal liability for business operations, flexibility in the process of the company, business structure, continuity and compensation. Financial planning issues to be discussed include cash flow management and budgeting, risk management and insurance, investing, income tax, retirement and estate planning issues. Companion course: PFP Update: Issues, Exposures and Developing Client Strategy 2024

Highlights

Insurance planning
Investment planning
Business succession planning
Income tax planning
Practice management and marketing
Retirement planning
Executive compensation
Estate planning

Prerequisites

None

Designed For

CPAs, financial planners and industry professionals.

Objectives

Determine the critical issues for closely-held business owners and the real desire for assessing their businesses in a rapidly changing environment
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