Complimentary

July 22, 2026

Live Webcast

NYSED 1
•
NASBA 1

The Financial Leaks Most CPA and CFOs Never Find: Hidden Opportunities in Retirement Plans, Executive Benefits, and Business Protection Tech Session

July 22, 2026
Live Webcast
NYSED 1
•
NASBA 1

The Financial Leaks Most CPA and CFOs Never Find: Hidden Opportunities in Retirement Plans, Executive Benefits, and Business Protection Tech Session

  • Instructor

    Nicholas
    Domino

Leveraging real-world examples, this session explores the hidden business continuity risks most growing companies never formally address.

Learning Objectives

  • Recognize buy-sell agreement mistakes that often are not discovered until an owner retires, dies, or becomes disabled.
  • Summarize how 409A plans, SERPs, and deferred compensation arrangements are used to retain top talent.
  • Interpret why employers are implementing executive and multi-life disability programs.

Major Topics

  • Hidden Business Continuity Risks
  • Business Continuity Planning for Growing Companies
  • Real-World Business Continuity Case Studies

CPE Credits Available

NYSED 1
NASBA 1
1
Advisory Services (NYSED) - NYSED
1
Specialized Knowledge (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

Controllers, CFOs, business owners

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