
12
Nov
CPA-CPE Event
Description
By becoming an expert in advising business owners as they make decisions imperative to their success, you will impact your business owner clients and families in innumerable ways. Join us as we cover various topics that will enhance the value you bring to your clients. Topics covered include the following and more:
- Basic and creative qualified plan designs for small business owners
- Importance of valuation
- Business Sell/Transfer options
- Funding and cash flow concerns
Date and Time
Thu, Nov 12, 2020
12:30p - 3:30p PST