Business Succession Planning for CPAs скачать в хорошем качестве

Business Succession Planning for CPAs

What will happen to your CPA firm when you’re no longer around? Do you have a business succession plan? 👉 Book a Call at https://www.cunninghamlegal.com/book-... for business planning, entity formation, and living trusts. Tailored specifically for CPAs and business owners, this engaging webinar unveils how to build a resilient leadership team and ensure continuity in your practice. Discover the critical distinctions between strategic, exit, and succession planning processes, and understand the urgency of these plans in today’s ever-changing environment. Learn strategies for managing unexpected departures, developing leadership talent, and overcoming challenges unique to CPA firms. We will also explore a real-life example of a comprehensive succession plan. Gain practical steps for effective business succession planning, including creating job scorecards and drafting emergency plans. Don’t miss this chance to future-proof your CPA firm and maintain your competitive edge! -Contents of this video--------- 0:00 Intro to Business succession Planning for CPA's 0:39 What is business succession planning? 2:45 Key aspects Charlie should consider 5:38 About your speaker 6:06 Office locations 6:11 Disclaimer 6:43 Legal considerations for CPA's 10:13 The four paths 11:28 The passer 13:13 The outtie 19:56 What deals look like 20:37 The innie 23:30 The squeezer 26:35 Why is Estate Planning Important for Business Owners, even CPA's 27:32 Elements of estate planning 28:35 How do living trusts work? 30:10 Why is probate bad in california 30:47 Probate on $3M estate 31:05 What is business succession planning 33:28 Key documents involved in business succession planning 34:25 Buy-sell agreements 101 36:04 Death of a business partner: what to do if there is a plan 39:00 Planning for eventual exit is a process 39:35 Biggest mistake in succession planning 40:44 Macroeconomic factors 44:09 CPA succession planning: example 44:42 Business succession planning: key takeaways 👉 Book a Call at https://www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. For more informaiton about Business Law, click here https://www.cunninghamlegal.com/calif... SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! #cunninghamlegal #cpatips #businessplanning