Closely Held Business Owner Financial Planning Opportunities Webcast | 4173383A

Date :
January 4, 2018 11:00 AM - 1:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
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Focus on the specific issues facing closely held business owners—a topic that was explored with great emphasis during the presidential debates. 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.


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

Major Subjects:

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

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:
Specialized Knowledge

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

Designed For:

CPAs who want to discuss financial planning concerns with closely held business owner clients.


Jeffrey H. Rattiner, CPA, CFP

Jeffrey H. Rattiner, CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book, and Rattiner’s Financial Planner’s Bible. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.

No Agenda or Materials posted.