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SOP2205
Retirement Planning for Small Business Owners
Date
October 31, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2022 AICPA & CIMA National Tax & Sophisticated Tax Conference
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?
Speaker
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
General
Session Categories
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