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Pre-Conference Optional Workshops Additional Fee

PFP23202D. PFS™ Live! Workshop: Practical Applications for a Business Owner Client – Case Study #4

This session works through a case study of a typical business client’s situation as they address some of the unique issues that arise as they maximize the value of their business in their own personal financial planning. It will discuss how information gathered from the client informs the CPA financial planner on discussion points of specific aspects of topics from the body of knowledge. Background on these points will be discussed to ensure the attendee has a broad working knowledge of why this is important for this client, how it relates the PFP Standards, potential tax impacts, and impacts on the overall financial plan.

Learning Objectives:

  • Recall the number of months of living expenses an emergency reserve should be funded, based on the facts and circumstances
  • Select the type of personal financial planning engagement that is most appropriate based on the facts and circumstances
  • Identify the type of business or commercial insurance contract that provides liability, property damage, and medical payment coverage
  • Distinguish between different types of retirement plans
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the Profession
Advanced Preparation
Pre-work bundle of online CPE included with workshop (6 hrs CPE)
Session Tags