Webinar Details
Course Description

You are your client’s most trusted advisor.  In that role, you will likely be the first person they talk to when planning for the succession of their business.

Succession Planning combines complex tax issues, family dynamics and emotional issues.

Join Business Succession experts Steven Goodman with SHG Planning and Thomas Archer with The Archer Financial Group as they share their years of experience to help you gain the expertise to properly advise your clients in their succession planning.

All webinar attendees will receive a PDF copy of Steve Goodman's book on Business Succession Planning.

Learning Objectives
  • Identify the most common issues that arise in Succession Planning.
  • Recognize the most creative ways to mitigate these issues.
  • Understand the different structures of life insurance in Succession Planning and the different tax advantages and disadvantages.
  • None required.
Who Should Attend

Any professionals advising business owners on the succession of their business.

Advanced Preparation

None required.

Presenter Details
  • Tom Archer, CFP and Steven Goodman, CPA

    Tom Archer

    For over 33 years Tom Archer has been the financial advisor to the wealthiest families in the country. His clients include several Forbes 500 families including 22 billionaires as well as many well-known celebrities and entertainers. Tom also handles over 200 professional athletes, keeping the focus on wealth accumulation, wealth preservation, and asset protection.

    Tom Archer was born in the South Bronx not far from Yankee Stadium.  He attended Our Lady of Perpetual Help Grammar School and St. John the Baptist High School, where he received All League honors in baseball. Tom boxed as a youngster and later competed in the mixed martial arts where he currently holds a black belt.  Tom had m... Read more

    • sgoodman@shgplanning.com
    • +1 631 249 4240
NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Wednesday, December 4, 2019

11:00 AM EST (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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