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Course Information

Succession Planning for the Closely-Held Business Short Course

Succession upon retirement or death of a principal owner in the case of the closely-held business presents special concerns and limitations that are far different than those found in widely-held companies and or in publicly-traded companies.  This course is designed to first focus on the personal, financial and tax concerns faced by the owners of a closely-held business when confronting the issue of succession.  The second part of the course will examine the approaches the advisor to a closely-held business should consider and evaluate which of these alternatives, or combination of alternatives, is the most appropriate for that particular situation. Pass/Fail. 


Prerequisite: Federal Taxation.

Suggested: Corporations and Business Entities