0      0

2022 AICPA & CIMA National Tax & Sophisticated Tax Conference

SOP2205 - Retirement Planning for Small Business Owners

Oct 31, 2022 2:10pm ‐ Oct 31, 2022 3:00pm

Standard: $49.00


Assist your small business owner clients with their largest personal balance sheet asset - their business.

Learning Objectives:
  • Determine how to diversify assets while the business is growing, so the owner is able to be financially independent of the business
  • Identify how to attract talent, keep talent and design the business for eventual sale
  • Choose the best options for selling the business: is it to family, current employees or a third party – Learn how to decide?


Category: Concurrent Session Onsite and Online

You must be logged in and own this session in order to post comments.