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Web Events
Tax Planning for Small Businesses
Speakers:
Delivery type:
Video Webcast
NASBA FIELD OF STUDY
Taxes
LEVEL
Intermediate
CPE CREDITS
Video Webcast: 4.0
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.

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.

ON24 Supported System Configurations

  • Windows 7+(Microsoft Edge, Latest Internet Explorer, Firefox, or Chrome)
  • Apple Mac OS 10.9+ (Latest Firefox, Safari, or Chrome)
  • Ubuntu Linux (Firefox only)
  • Android 4.x (Chrome Browser Only)
  • Apple iOs (Latest version, Safari Browser Only)

If you are using an unsupported version of a Windows, Mac, or Linux operating system, you may experience difficulty in viewing and/or listening to the event.

Media Players
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ON24 Supported Browsers

  • Microsoft Edge
  • Internet Explorer 9+
  • Mozilla Firefox (Latest)
  • Safari (Latest, Mac Only)
  • Google Chrome (Latest)

Technical Support: For technical support, please contact service@aicpa.org or call 888.777.7077 Mon-Fri 9am-6pm ET.

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Product details

Key Topics

  • 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

Learning Objectives

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

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.

Important Information on Your CPE Credit

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.

Price:
$199.00
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Estimated total:
$199.00
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CREDIT INFO
CPE credits
Video Webcast
: 4.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of business taxation
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based
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