Closely Held Business Owner Financial Planning Opportunities 25-26

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.

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate

Highlights

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

Prerequisites

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

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

Preparation

None

Level

Code

Vendor

Fields of Study

Leader(s):

Jeffrey Rattiner, JR Financial Group, Inc.

Leader Bios

Jeffrey Rattiner, JR Financial Group, Inc.

Mr. Rattiner is president of the JR Financial Group, Inc., which is a multi-purpose firm serving the financial services industry. The company has as its mission to initiate marketing opportunities for financial service organizations by targeting third-party intermediaries, such as CPAs and CFPs, and the developing and distributing product to that segment. He has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners. Mr. Rattiner earned his Bachelor of Business Administration (BBA) with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York in 1981, his Master of Business Administration (MBA) in Certified Public Accounting from Hofstra University in 1983 and his Certified Financial Planner Education from New York University in 1992. He is licensed as a Certified Financial Planner (CFP) with the CFP Board of Standards in Denver, Colorado, and as a Certified Public Accountant and Insurance Broker in New York and Colorado.

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