語言

Online

公司

AICPA

時間

N/A

地點

中環

課程費用

541

CPD 時數

1.5

聯絡方法

Online

This CPE course looks at the personal financial planner's role in offering counsel and advice to the business owner client regarding the selection of the businesses entity. The choice of business entity, or even the decision to form one, is critical in the personal financial planning process as many tax and nontax factors must be considered. The choice of entity affects the entire spectrum of an individual's personal financial plan:

  • Asset protection
  • Income taxes
  • Financial independence, and risk management

Entity-selection planning is a much-needed service, and few planners make a conscious effort to offer this service—mostly due to a lack of knowledge with respect to its importance. Entity selection affects not only how risk created by the business is addressed, but also how the goals of the closely held business owner are achieved, both during pre- and post-liquidity events. Thisi course considers the type of entities selected and how they affect taxation, benefits, and how capital is raised.

Working with the closely held business owner is rewarding to you as the personal financial planner in that it allows you to bring the full scope of your services to the client. The foundation of this process is the determination of the client's goals and objectives and the selection of an appropriate business entity to support these desires. Once the entity has been selected, the planner has the opportunity to bring the entire pallet of tax-planning solutions to the personal financial plan of the closely held business owner. This course will cover the information you need to offer this valuable service to your clients.

Key Topics:

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

Language : English                                                        

CPA Credit Hour : 1.5 hours                                                   

Member Fee: $ 541  | Non Member Fee: $ 699                                                               

More info: https://bit.ly/2ImmgiN                                                                                        

* All prices are subject to change without prior notice due to currency fluctuation