Financial Planning With Business Owners

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  • Location
    • Your Space
      Your Space
      Self Study - AICPA, ID 00000
  • Credits
    • 1.50
  • Credit Type(s)
    • Specialized Knowledge - Technical (1.50)
  • Prerequisites
    • Basic knowledge of the areas of personal financial planning (PFP).

  • Vendor
    • AICPA
  • Level
    • Intermediate
  • Fields of Study
    • Specialized Knowledge
  • Message
    • When & Where You Want

Description

Covers entity selection risks and how the goals of the closely held business owner are achieved.

Objectives

  • Compare the two types of closely held businesses.
  • Determine the tax consequences of the transfer of assets to a partnership entity in exchange for an ownership interest.
  • Identify the simplest type of closely held business to form.
  • Differentiate the advantages of a sole proprietorship and those of an S corporation.
  • Select business entities that may be used to form a private family foundation.

Highlights

  • Closely-Held Business Basics
  • The Impact on the Business Owner
  • Integrating the business with the owner's personal financial plan

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