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| Where Success and Significance Meet…Integrating Charitable Intent with Business Exit Planning(150730N) |
Course CPE: 1 hour
Field(s) of Study: Accounting–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: Self-Study |
Item
Number: 15PEP0730
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: July 30, 2015
Presenter: Laura J. Malone, CAP, CEPA
Program Description:
Closely held businesses represent over half of the net worth of the U.S. Furthermore, companies led by entrepreneurs allocate more than twice the percentage of profits to charity than many of America's largest companies. Considering the fact that the majority of American businesses are owned by baby boomers who are at, or near, retirement age, are looking for a life of significance post-exit.
As an entrepreneur, much of their personal net worth is likely in highly appreciated, closely held business interests. Learn how to help your business owner clients take charge of their planning in a way that will allow them to transition into a legacy beyond the business, but still as a lifelong leader.
After completing this course, you will be able to:
- Identify how charitable discussions with business owners may alleviate some of the attitudes, values, and behavioral characteristics that are preventing them from planning an exit strategy
- Determine the role charitable planning can play in the overall financial planning for business owners exiting a business
- Differentiate between different charitable giving vehicles and how their benefits vary for the benefit of the client
- Recognize examples of combining varying charitable gifting strategies with various exit strategies
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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