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3hrs CPE for CPAs: Intro to Business Insurance, Adv. Buy Sell Planning + HH

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Executive Plaza

11350 McCormick Road

Executive Plaza Conference Room

Hunt Valley, MD 21031

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Attendee must be currently licensed as a CPA

Learning Objective: We will look at fringe benefit planning and the options available to help recruit, retain, and reward employees. Attendees will become familiar with the tax ramifications of the various alternatives to buy-sell planning and understand which alternatives may work better in different situations. Finally, we will cover business succession planning and why it is needed, as well as the choices available to transfer the business and what to avoid to prevent issues such as transfer for value

Happy Hour to Follow at Texas Roadhouse Directly Across from building (5pm-6pm)

Delivery Method: Group-live

Program Level: Intermediate

Prerequisites Education and Experience Level: Attendee must be currently licensed as a CPA and have 3 to 5 years of experience.

Advanced Preparation: There is no advanced preparation required to attend the program.

Program Content: This program is intended to assist certified public accountants in understanding planning for business owner clients

Instructor: Michele Collins, JD, Director, MassMutual Advanced Sales

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Date and Time

Location

Executive Plaza

11350 McCormick Road

Executive Plaza Conference Room

Hunt Valley, MD 21031

View Map

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