Date/Time
12/8/2025
12:00 PM - 4:00 PM Central
12:00 PM - 4:00 PM Central
Event Registration
Event Type(s)
Webinars
Event Description
Tax planning strategies for now and then.
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients?
Course materials are updated for the latest legislation and IRS guidance. They provide the information needed to answer tough questions and show you the best strategies for your clients.
Materials are updated for the following tax changes:
Even though the materials focus on taxes, taxes are only one of many considerations a small business owner must make when forming a new entity.
The course covers common small business matters at different stages in the business lifecycle:
What do you need to do to form a sole proprietorship, partnership, or other type of entity? As we address this question, you will consider the nuances of each entity structure.
Key Topics:
Common errors made involving the following tax forms:
Level: Intermediate
Prerequisite: Working knowledge of business taxation
Who should attend:
4 CPE Hours
Members: $225.00
Non-members: $269.00
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients?
Course materials are updated for the latest legislation and IRS guidance. They provide the information needed to answer tough questions and show you the best strategies for your clients.
Materials are updated for the following tax changes:
- Required minimum distribution (RMD) requirements
- 529-to-Roth IRA and 529-to-ABLE rollover availability
- Increased SIMPLE plan catch-up contribution limits
- The Starter 401(k) plan for small businesses
Even though the materials focus on taxes, taxes are only one of many considerations a small business owner must make when forming a new entity.
The course covers common small business matters at different stages in the business lifecycle:
- Growth stage
- Maturity stage
- Late-maturity stage
- Decline stage
What do you need to do to form a sole proprietorship, partnership, or other type of entity? As we address this question, you will consider the nuances of each entity structure.
Key Topics:
Common errors made involving the following tax forms:
- Starting a business — the tax life of a business
- Selecting a business entity type
- SECURE Act 1.0 and 2.0
- Section 199A and the qualified business income deduction
- Accounting methods
- Compensation of owners — hiring family members
- Reasonable compensation
- Depreciation, Section 179 and bonus depreciation
- Transactions with owners
- Buy-sell and noncompete agreements
- Exiting the business — special exit techniques
- Identify important tax considerations for the small business at each stage of its life.
- Calculate the qualified business income (QBI) deduction, built-in gains (BIG) tax, and the deduction for organizational costs and start-up costs.
- Differentiate the advantages available for small businesses based on entity type.
- Apply the four tiers of business losses for noncorporate taxpayers.
- Analyze which activities of a taxpayer are subject to self-employment taxes.
Level: Intermediate
Prerequisite: Working knowledge of business taxation
Who should attend:
- CPAs
- Managers and partners responsible for reviewing returns
4 CPE Hours
Members: $225.00
Non-members: $269.00
Location
Online
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