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Focus on Monetizing Closely Held Businesses On-Demandd

Focus on Monetizing Closely Held Businesses On-Demand

Clients with concentrated wealth in their closely held businesses are often the most challenging to advise. Add significant value as an advisor by learning strategies to address their tax, diversification, liquidity, and succession needs.

Included Sessions

Session Title Speaker CE Credit
Representing Buyers and Sellers in the Sale of a Business

Steve Siegel, J.D., LL.M.

1.5  hours

Managing Concentrated Stock Positions - Advising Closely Held Owners Post Sale

John Nersesian, CIMA®, CPWA®, CIS, CFP®

1 hour

Business Valuation Strategies and Best Practices

Kevin Kane, CFA®, ASA®

1 hour

Critical Tax Issues of Start-up Founders & Executives

Steve deHaan, J.D.

1 hour

U.S. Tax Summary for Wealth Advisors

 Steve Siegel, J.D., LL.M. 1.5 hours

Registration & Fees (USD)

  • $249 Member
  • $449 Join & Learn

Continuing Education

Learners must watch each session in its entirety to receive continuing education (CE) credit. Credit is awarded one-time, upon successful completion of the full program. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 6 hours of CE credit for CIMA®, CPWA®, and RMASM  certifications 
  • Automatically uploaded upon completion of the full program (may take up to 24 hours to be reflected)


This program is only available for online viewing through March 31, 2019, regardless of date purchased.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.