×

Web Events

Tax Planning for Small Businesses

Speakers: David Peters
DeliveryType:  Video Webcast
    Select Date & Time:
  • $159.00-$199.00
    Tax Planning for Small Businesses 02:30 pm - 06:30 pm ET Product #: VTSETPSC18003
    Add to Calendar 07/30/2018 14:30:00 07/30/2018 18:30:00 America/New_York AICPA Webcast: Tax Planning for Small Businesses
    Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.
    Register at http://www.aicpastore.com/*/Tax/PRDOVR~PC-VTSETPSC/PC-VTSETPSC.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00
  • $159.00-$199.00
    Tax Planning for Small Businesses 09:00 am - 01:00 pm ET Product #: VTSETPSC18004
    Add to Calendar 08/07/2018 09:00:00 08/07/2018 13:00:00 America/New_York AICPA Webcast: Tax Planning for Small Businesses
    Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.
    Register at http://www.aicpastore.com/*/Tax/PRDOVR~PC-VTSETPSC/PC-VTSETPSC.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00
  • $159.00-$199.00
    Tax Planning for Small Businesses 09:00 am - 01:00 pm ET Product #: VTSETPSC18005
    Add to Calendar 11/06/2018 09:00:00 11/06/2018 13:00:00 America/New_York AICPA Webcast: Tax Planning for Small Businesses
    Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.
    Register at http://www.aicpastore.com/*/Tax/PRDOVR~PC-VTSETPSC/PC-VTSETPSC.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00

This webcast is part of the Tax Staff Essentials program.

Solid tax planning strategies are essential for your corporate and small business clients. In this webcast, you explore state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets. We answer the tough questions and show you what strategies work best. Webcast materials will include the impact of the Tax Cuts and Jobs Act of 2017 tax reform law.

Learning Objectives

When you complete this webcast, you will be able to:

  • Solve the unique tax problems affecting small businesses.
  • Identify savings opportunities and pinpoint tax traps.
  • Cut your small business clients' tax bills.

Topics Discussed

  • Business tax changes in recent legislation, court decisions, and IRS guidance
  • Impact of new 0.9% and 3.8% Medicare taxes on business owners
  • C corporation moves to avoid potentially higher individual tax rates
  • Managing Section 1231 losses and gains for optimal tax results
  • Perfect storm for loans from corporations to shareholders
  • Update on passive loss rules for LLC members
  • Minimizing SE tax for LLC members
  • Husband-wife businesses: tax-saving strategies
  • The 100% gain exclusion for qualified small business corporation stock
  • When to switch from C Corporation to S Corporation status (or not)
  • Fringe benefit planning for partners and S corporation shareholder-employees
  • Update on reasonable compensation for C and S corporation shareholder-employees
  • Advantages of including debt in corporate capital structures
  • Converting corporation into LLC or LLP: tax implications
  • Ownership exit strategies including family corporations and divorce situations

Important Information on Your CPE Credit

Discounts

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$199 $159

5 - 9

$179 $145

10 - 20

$169 $135

21 +

$159 $129

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

Included in:Annual Webcast Pass

Get year-round unrestricted access to this and more than 500 webcasts featuring top experts, regulators and agency representatives discussing topics of importance to you. Learn more...


Speaker Bio

David R. Peters, CPA, CFP, CPCU, MST, MBA
Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates.  He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.  David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years.  He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.

He holds four masters degrees, and is currently pursuing his PhD in Financial Planning.  He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina.  He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation.  He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures.

Registered Representative of and securities offered through Cetera Advisors Network, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisors Network, LLC are not affiliated.

System Requirements