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Retirement Planning for the Business Owner Logo aicpa

  Jimmy J. Williams |   Free |   AICPA |   14 Jun 2016 |   Specialized Knowledge and Applications |   AICPA Store

If your clients are running their own businesses, retirement is not the first thing on their minds. CPA financial planners have an opportunity to provide clients with the guidance needed to help them reach their retirement goals. Join us as Jimmy Williams (CPA/PFS) shares his insights into retirement planning for businesses.

Learning Objectives
In this webcast, attendees will gain insight into:

  • Business (employer) retirement plans
  • Funding retirement plans from the business
  • Moving funds from the business to the personal balance sheet
  • Planning the final move to retirement, including succession

Field of Study: Specialized Knowledge & Applications

Level: Intermediate

Prerequisite: Basic knowledge of tax compliance and planning concepts

PFP, PFS, TAX, and PCPS Section Members save even more:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

If you are a PCPS member, log in to obtain the discount code.

Topics covered:
  • Personal financial planning: Technical: Retirement planning, Intermediate