Web Seminar

Going there: The conversation CPAs need to have with their business owner clients

Tuesday, February 4, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
Sponsored by
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Most owners believe having a transition strategy for their business is important, but many have no such strategy in place. Why the disconnect? And how can CPAs help these businesses address this critical operational issue? 

Join our web seminar, during which we'll discuss the why, what and how of this topic, including: 

  • The transition options businesses are considering
  • Voluntary versus involuntary transition events
  • Possible business owner objections to transition – and how to manage them
  • Helping clients lay the foundation for a transition

Don't miss this timely event where you'll gain valuable insights to help your clients overcome barriers to proper transition planning!

CPE Credit Information
Subject Area: Management Services
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Speakers
  • Clint Costa
    Senior Wealth Strategist
    Choreo, LLC
    (Speaker)
  • David Winslow
    Managing Director, Wealth Management
    Choreo, LLC
    (Speaker)
  • Jen Liptow.jpg
    Jennifer Liptow
    Director, Research Operations
    Employee Benefit News
    (Moderator)