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Financial Planning with Business Owners

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21 / S-90206
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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in risk management and insurance.

The personal financial planner has a pivotal role in offering counsel and advice to the business owner client regarding the selection of the business 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, including:

Asset protection
Income taxes
Financial independence
Risk management
In this audiovisual CPE course, Tom Tillery will explain how 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. You will learn about the various types of entities and how each may affect taxation, benefits, and how capital is raised.

Once the entity has been selected, the planner can 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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

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.