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Financial Planning with Business Owners

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

This CPE course looks at the personal financial planner's role in offering counsel and advice to the business owner client regarding the selection of the businesses entity. The choice of business entity, or even the decision to form one, is critical in the personal financial planning process as many tax and nontax factors must be considered. The choice of entity affects the entire spectrum of an individual's personal financial plan:

Asset protection
Income taxes
Financial independence, and risk management
Entity-selection planning is a much-needed service, and few planners make a conscious effort to offer this serviceƒ?"mostly due to a lack of knowledge with respect to its importance. Entity selection affects not only how risk created by the business is addressed, but also how the goals of the closely held business owner are achieved, both during pre- and post-liquidity events. Thisi course considers the type of entities selected and how they affect taxation, benefits, and how capital is raised.

Working with the closely held business owner is rewarding to you as the personal financial planner in that it allows you to bring the full scope of your services to the client. The foundation of this process is the determination of the client's goals and objectives and the selection of an appropriate business entity to support these desires. Once the entity has been selected, the planner has the opportunity to bring the entire pallet of tax-planning solutions to the personal financial plan of the closely held business owner. This course will cover the information you need to offer this valuable service 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.