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Please contact us via online chat and we will respond to you as soon as possible on Monday, December 4.

Closely Held Business Owner Financial Planning Opportunities 2023 WEBCAST


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Your Desk

2.0 Credits

Member Price $89.00

Non-Member Price $119.00


Many business owners need to pay more attention to 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, focusing on critical structure and financial planning issues, such as identifying those issues that business owners need to keep on the radar. This course will help determine the goals and objectives of the business owner when selecting or changing a form of the organization concerning start-up costs, control over the operation of the business, personal liability for business operations, flexibility in the process of the company, 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.


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, financial planners and industry professionals.


Determine the critical issues for closely-held business owners and the real desire for assessing their businesses in a rapidly changing environment. 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.






Leader Bios

Jeffrey Rattiner, JR Financial Group Inc

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 $119.00

Member Price $89.00