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Closely Held Business Estate Planning

Registration is Open
VSCPA Members
$79.00 Regular Registration
$99.00 Regular Registration

In this CPE course, you will learn about planning strategies and documents related to closely held business estate planning issues. Owners of closely held businesses have unique estate planning considerations that should be addressed by the personal financial planner. Special use valuations for real property used in a farm or closely held business, family succession planning, business continuation agreements, and buy-sell agreements are all specialized knowledge areas you will learn in this course.

For families of wealth, the continuity of the closely held family business is critical because it is the central locus for income and services provided to the family. To prevent familial disputes and to ensure continuity of the business, continuation agreements should be considered. Many continuation agreements contain provisions for the orderly transfer of ownership interests at disability, retirement, or death. As the personal financial planner, you should have a working knowledge of these agreements, so you can provide reasoned recommendations to your clients.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.