Business Succession Planning Webinar

A Web Seminar Series:
The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Part 3: Business Succession Planning In-Depth

Date:  Dec 20, 2011 – 1 pm e.t.
Duration: 1 and a half hours
er: Steven G. Siegel, JD, LLM

If your clients possess a business, it is essential to devise now for period since a routine of selecting and implementing a devise can be formidable and there are many ways to proceed a growth of a period plan. In this web seminar, Steve Siegel highlighted business success formulation strategies to cruise with your clients, restraining in the AICPA guide, The CPA’s Guide to Financial Estate Planning, including:  

  • The problem of removing clients to do business period formulation and how to overcome their hostility
  • Considerations in withdrawal a business within a family
  • Considerations in addressing a buy-sell agreement among owners
  • The issues that might arise if a business contingency be sole

Tax Section members and PFP territory members (inclusive of PFS credential holders) might attend this convention for giveaway but receiving CPE credit. The cost for non-AICPA members to attend and accept CPE credit is $75. The cost for AICPA members to attend and accept CPE credit is $65. The cost for PFP territory members (inclusive of PFS credential holders) and Tax territory members to attend and accept CPE credit is $50. CPE credit will be accessible for squeeze as late as dual weeks after a event.

Registration Information

Webinar Presentation Recording | Presentation Materials | Supplemental Materials – Outline

About Emil Estafanous, CPA
Certified Public Accountant (CPA) Tax Professional committed in representing taxpayers and resolving their tax problems.

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