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Closely Held Business Owner Financial Planning Opportunities 25-26

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 07/31/2025 from 1:00 pm to 3:00 pm
 Fri, 09/26/2025 from 1:00 pm to 3:00 pm
 Fri, 12/19/2025 from 1:00 pm to 3:00 pm
 Thu, 03/26/2026 from 1:00 pm to 3:00 pm
Designed For:

CPAs, financial planners and industry professionals.

Prerequisite:

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

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

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

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

Speakers

Advanced Preparation

None

Vendor

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.