Closely Held Business Owner Financial Planning Opportunities 2024

Many business owners need to pay more attention to the financial planning opportunities and implications when starting, growing and successfully running their businesses. This all-inclusive course brings together closely held business owner specifics, focusing on critical structure and financial planning issues, such as identifying those issues that business owners need to keep on the radar. This session will help determine the goals and objectives of the business owner when selecting or changing a form of the organization concerning start-up costs, control over the operation of the business, personal liability for business operations, flexibility in the process of the company, business structure, continuity and compensation. Financial planning issues to be discussed include cash flow management and budgeting, risk management and insurance, investing, income tax, retirement and estate planning issues. Companion course: PFP Update: Issues, Exposures, and Developing Client Strategy 2024

Presenters - Jeffrey H. Rattiner

Designed For: CPAs, financial planners and industry professionals.

Role Level - Manager/Senior Manager; Director; Executive/VP

• Determine the critical issues for closely-held business owners and the real desire for assessing their businesses in a rapidly changing environment
• 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 business owner
• Learn how to survive and prosper as a closely held business owner in rapidly changing times
• 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

• Insurance planning
• Investment planning
• Business succession planning
• Income tax planning
• Practice management and marketing
• Retirement planning
• Executive compensation
• Estate planning

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