Your business-owner clients are among the most financially complex people you'll ever work with. Their entity structure affects everything — what retirement plan they can use, how much of their estate ends up in probate, whether a partner's death triggers a tax disaster or a smooth buyout. Most advisors leave that analysis to the attorney and the CPA. This course changes that.

Business Entities Decoded covers every major American business entity through four analytical lenses — operations, management and control, taxation, and liability — with direct application to the planning conversations advisors should already be having. Three hours of CE credit. Approved for CFP®, IWI, IAR, and state insurance.