Surgent's Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (REXE)

1/28/2027
9:00 AM - 11:00 AM Central

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Member:	$99.00
Non-Member:	$119.00

2 Credits

Webinars

Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitutes self-employment income and income earned. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.

Objectives:

• Recognizing when income is subject to Social Security tax
• Determine when avoiding earned income/SE income works favorably for the client
• Understand how hiring a child helps reduce self-employment tax
• Differentiate between income treated as self- employment income and income that is not self-employment income

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Edward Renn, Esq.

Field of Study:
Taxes (2)

Major Topics:

• Income subject to Social Security
• FICA and Medicare tax rates
• Income not subject to Social Security/self-employment tax
• Defining wages and a trade or business
• FICA and severance pay
• S corporation shareholder’s reasonable salary
• Student FICA exclusion
• Deduction interest on loans made to lender’s business
• Tax advantages of employing children
• Sections 736(a) and (b)
• Recent case law associated with earned income
• Income from interest on loans made to controlled entities

Webinar

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1/28/2027

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