Closely Held Business Owner Financial Planning Opportunities

Course Details


Wednesday, August 21, 2019

8:00am – 10:00am
(Registration: 7:30am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


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


Focus on the specific issues facing closely held business owners—and the tax treatment that could benefit these business entrepreneurs. 

Determine why it is essential to begin the process of planning sooner rather than later and what needs to happen during these working years. Learn more about this topic including succession planning, retirement planning, income tax planning, risk management planning and estate planning.

Materials are provided as an ebook for this course.


  • Personal Financial Planning
  • Insurance Planning
  • Investment Planning
  • Business Succession Planning
  • Income Tax Planning
  • Practice Management and Marketing
  • Retirement Planning
  • Executive Compensation
  • Estate Planning


  • Determine the critical issues for closely held business owners.
  • Recognize key issues crucial to the successful operation of a closely held business owner.
  • Learn how to survive and prosper as a closely held business owner. 
  • Develop appropriate recommendations to address those critical exposures that exist for the closely held business owner.

Designed For

CPAs and financial planners.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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