We will consider what it takes to be a trusted advisor to a family business, both from the advisor point of view and family point of view. In addition, we will discuss some of the common family induced challenges that advisors need to understand to help move the business and relationship forward.

Presenter, Carol Ryan, Carol has over twenty years of experience working with families and their businesses.

View the course syllabus.

Who Should Attend

• CPAs to family business from all disciplines

What You Learn

• What Family Business' should look for in a CPA
• What can you do to become a trusted CPA
• What challenges to CPAs commonly face
• A checklist of areas of interest or concern for CPA's working with Family Business

Benefits of Attending

• Clarity on the family dynamic issues that can impact your work and your goals with the family

Program Level: Basic

Prerequisite: None

Advanced Preparation: None