Closely Held Business Owner Financial Planning Opportunities Webinar
Jan 23
2:00 - 4:00 p.m.
Online
2-Other
CPE Credits
- Determine the critical issues for closely held business owners.
- Recognize key issues crucial to the successful operation of a closely held business owner.
- Learn how to survive and prosper as 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
Registration
PICPA Member: $79
Nonmember: $104
More Information
Course No.
4183383B
Level:
Update
Prerequisites:
An understanding of general principals of closely held business owner issues.
Notes
This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.
Speaker(s)
Jeffrey Rattiner
JR Financial Group, Inc
Course No. 4183383B
Level: Update
Prerequisites:
An understanding of general principals of closely held business owner issues.
Notes
This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.
Jeffrey Rattiner
JR Financial Group, Inc
