Registration: 8:30 AM EST
In this course, we will cover two topics you are likely to encounter with your forward-thinking clients: small business succession planning and maximizing social security benefits. It's no secret that one of the most challenging aspects of owning a small business can be finding the proper exit strategy. This course will provide the business consulting practitioner with tools and concepts to advise small business owners and assist them in developing the right exit strategy. In addition, this course will delve into strategies that dovetail Social Security with other retirement and estate planning objectives to plan for the most comfortable possible retirement. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad other related retirement planning issues.
Practitioners with clients contemplating Social Security, and practitioners with small business clients needing advise to sell their business.
A basic understanding of business entity types and taxation of sales of businesses as well as basic knowledge of retirement planning.
John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
This event has been cancelled.
$289.00 - Member
$389.00 - Nonmember
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