About this Course
Over 3.5 Hours of Video in this Course Get equipped with essential insights and strategies for success in Business Planning. Dive into videos covering the biggest challenges business owners face in exit planning, business structure basics, and key considerations for various business entities. From understanding buy-sell agreements to exploring the significance of life insurance in the business market, this series provides a thorough overview of business planning essentials. Learn about financial statements, executive benefit plans, and the intricacies of dealing with business owners, ensuring you are well-prepared to navigate the complexities of business planning. Key Takeaways: Business Structure Mastery: Gain insights into the structure of partnerships, limited liability companies (LLCs), professional service corporations (PA or PSC), sole proprietorships, and subchapter S corporations. Financial Planning Essentials: Explore overviews of business financial statements, choosing non-qualified or qualified plans, and dealing with business owners. Understand the importance of life insurance in the business market and navigate the small business marketplace. Executive Benefit Plans: Delve into comprehensive overviews of various executive benefit plans, including deferred compensation plans, executive bonus plans, funding non-qualified executive plans, and split-dollar plans. This course provides essential keys to business planning success, ensuring you are well-versed in the intricacies of working with business owners.
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