January 11, 2024


2 Total CPE Credits


Webinar (CA): Closely Held Business Owner Financial Planning Opportunities 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• 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

Major Topics

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

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate


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

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial planners and industry professionals.  


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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