CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
1 Credit
$10
1 CPE credit of Finance for all CPAs
1 CPE credit for Certified Management Accountants (CMA)
1 CPD credit (Verifiable) for Canadian CPAs
1 PL credit for Chartered Financial Analyst (CFAs)
1 CPD credit (Verifiable) for CPA/PFS
1 CPD credit (Verifiable) for CPA/ABV
1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)
1 CE credit of General Financial Planning Principles for all CFPs (CFP Board Approved : 8061) (Approval No. 296168)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Niche Strategy: Grow Your Bottom Line with High Value Clients
Succession Planning in Accounting Firms: How to Recruit, Develop and Retain Successors
Why You Should Care About the CARES Act
The Power of Succession Planning
The Power of Business Continuity
The Power and Essentials of Estate Planning
Employment and Payroll: The Laws, Rules, And Regulations For Proper Handling
The Art of Effective Communication
Deferring Capital Gains Taxes in the Biden Era
Best Practices: Payroll Tax Withholding and Related Matters
How to Handle Multistate employees’ Tax Withholding and Related Issues Correctly
Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
People-centric Skills: Crucial Communications
PEO 101: An Introduction to PEOs
ABC's of AB5 - Independent Contracts
You’ve built a successful business and are ready to move on, either to a new venture or to a well-deserved retirement.
Now what?
Have you considered what happens when you desire not to continue to work?
Have you ever considered your exit strategy?
Business owners rarely conduct effective succession planning and knowledge transfer. In fact, 60% of second-generation leaders fail. 90% of third-generation leaders fail. To make matters worse, the majority of retiring owners have the vast majority of their wealth tied up in their companies. If their businesses fail, owners' payments often stop and the owner's retirement plans are dramatically altered. This online CPE course focuses on ensuring the company will continue successfully.
Only 50 percent of business owners have a written succession plan in place. Worse yet, there are some that might even be in line such as a son, daughter friend or spouse and they do not even know they are considered.
Best-practice organizations use succession planning to not only prepare for potential leadership challenges but they also rely on such plans to develop and maintain the strong leadership that's required to grow and keep pace with changes in their business, industry, and the overall marketplace.
Major Topics Covered: in this online CPE webinar:
This online Finance CPE webinar is recommended for CPA, CMA, PFS, and Other Finance professionals engaged in or interested in providing guidance to their clients for Succession Planning
