Register now to learn about planning strategies and documents needed for closely held business estate planning issues so you can provide reasoned recommendations to your clients.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
Owners of closely held businesses have unique estate planning considerations that should be addressed by the personal financial planner.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers planning strategies and documents related to closely held business estate planning issues. This course features specialized knowledge areas including:
This course also covers continuation agreements to prevent familial disputes and to ensure continuity of the business. Many continuation agreements contain provisions for the orderly transfer of ownership interests at disability, retirement, or death. As the personal financial planner, you should have a working knowledge of these agreements, so you can provide reasoned recommendations to your clients.
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.
Looking for group pricing?Contact us
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact email@example.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.