Closely Held Business Owner Financial Planning Opportunities WEBCAST

Tuesday, December 21 10:00am - 12:00pm PST

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2.0 Credits

Member Price $79.00

Non-Member Price $109.00


Focus on the specific issues facing closely-held business owners-and the tax treatment that could benefit these business entrepreneurs. Learn how business owners are re-thinking succession strategy in a post-COVID world! Learn more on these subjects, including succession planning, retirement planning, income tax planning, risk management planning, and estate planning.


Personal financial planning. Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.


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

Designed For

CPAs and financial planners.


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.







Jeffrey Rattiner

Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine.

Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.

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Non-Member Price $109.00

Member Price $79.00