April 26, 2024


In-Person

On Parade Diner
7980 Jericho Turnpike, Woodbury, New York 11797


NYSED 2

Nassau Chapter: The Success in Succession: A comprehensive Look at Exit & Succession Tech Session

Succession Planning from Personal and Business Perspectives

April 26, 2024
In-Person
NYSED 2
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    Instructor

    Joseph
    Milizio

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    Instructor

    Morris
    Sabbagh

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    Instructor

    Steven
    Goodman

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Gain insights into business succession planning from a legal perspective.
  • Explore essential tax planning matters related to business succession.
  • Understand business succession planning from a financial perspective.

Major Topics

  • Business Succession Planning from a Legal Perspective
  • Tax Planning Matters
  • Business Succession Planning from a Financial Perspective

CPE Credits Available

NYSED 2
1
Specialized Knowledge / Industries (NYSED) - NYSED
1
Taxation (NYSED) - NYSED

On Parade Diner

7980 Jericho Turnpike, Woodbury, New York 11797

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Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)
  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Open to all CPA's

Provider

Foundation for Accounting Education

This event has ended.