Closely Held, Financially Free: Strategies for Business Owners
Session details
- includedSession
- false
- created
- 2026-02-12T19:08:03.840Z
- createdBy
- Import
- lastModified
- 2026-02-12T19:08:03.840Z
- lastModifiedBy
- Tech@westerncpe.com
- id
- 27b70cce-fb3d-47df-9429-8a4b2b426fa7
- virtual
- false
- event
- {"id":"17ab56f9-8039-4634-a89c-e3ed30f8c7a3"}
- title
- Closely Held, Financially Free: Strategies for Business Owners
- code
- 26CTestEvent-LE43
- category
- {"id":"43a260bc-912a-42c4-ac42-dce049f98933","name":"Finance"}
- type
- {"id":"27b70cce-fb3d-47df-9429-8a4b2b426fa7","code":"26CTestEvent-LE43","name":"Session"}
- location
- {"id":"8f90367d-7d3e-48ab-bd5d-c578d82257f1","code":"Conference Room 3","name":"Conference Room 3"}
- description
- Running a successful business takes so much focus that many owners neglect their personal financial planning. This comprehensive session helps you guide business owner clients through the unique opportunities and challenges they face.Unlike employees with steady paychecks and benefits, business owners need specialized strategies that recognize the blurred line between personal and business finances. We'll show you practical approaches to help these valuable clients protect what they've built while setting themselves up for long-term financial success.You'll learn how to help business owners:• Choose the right business structure to balance tax benefits, liability protection, and operational flexibility• Implement smart cash flow management strategies that work with unpredictable business income• Select appropriate insurance coverage for both business and personal risks• Create investment strategies that complement (not duplicate) their business risk• Build retirement plans that maximize tax benefits and wealth accumulation• Navigate complex estate planning issues, especially for transferring the business• Structure compensation and benefits to achieve personal financial goals• Special planning considerations for business owners going through divorce• Strategies for funding children's education while maintaining business liquidity• Approaches for high-income and high-net-worth business owners• Business succession planning that protects both the owner and the companyPerfect for: CPAs, financial planners, and advisors who work with business owner clients and want to provide more comprehensive guidance beyond basic tax and accounting services.
- start
- 2026-02-16T16:30:00.000Z
- end
- 2026-02-16T18:10:00.000Z
- status
- Active
- enableWaitlist
- false
- capacity
- 120
- capacityUnlimited
- false
- virtualCapacityUnlimited
- true
- timezone
- America/Denver
- displayOnAgenda
- true
- featured
- false
- openForRegistration
- true
- openForAttendeeHub
- true
- presentationType
- Course
- order
- 1
Registrations
0No registrations returned for this session.