Closely Held Business Owner Financial Planning Opportunities Webcast | 4203383B

Course Details


Monday, September 21, 2020

7:30am – 9:30am
(Registration: 7:00am)

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.
Learn more on these subjects, including succession planning, retirement planning, income tax planning, risk management planning, and estate planning.


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.
Integrate the many facets of financial planning from the vantage of the closely held busines 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.
Evaluate options for the closely held business owner when passing the business to the next generation.

Designed For

CPAs and financial planners.

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 $101.00

CPE Choice

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

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