Closely Held Business Owner Financial Planning Opportunities

Course Details


Friday, September 23, 2022

9:00am – 11:00am (Registration: 8:30am)



Field of Study

Specialized Knowledg

CPE Credit

2 hours CPE credit

Level of Knowledge





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


Many business owners ignore 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, such as identifying those issues that business owners need to keep on the radar. This session will help determine the goals of the business owner when selecting or changing a form of organization with respect to start-up costs, control over the operation of the business, personal liability for business operations, flexibility in operation of the business, 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.


Personal Financial Planning issues surrounding closely held business owners including...

  • 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 and the real desire for assessing their businesses in a post-COVID world

  • 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

Designed For

CPAs, financial planners and industry professionals.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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