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CPE Self-Study
Tax Planning for Small Businesses - Tax Staff Essentials
NASBA FIELD OF STUDY
Taxes
LEVEL
Intermediate
CPE CREDITS
Online: 6.0
Explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets.

Tax Section Members Receive Additional Savings!

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Who Will Benefit?

  • CPAs looking for innovative tax planning and savings techniques to solve client problems

Key Topics

  • The tax life of a business
  • Retirement plans
  • Owner compensation
  • Transactions with owners
  • Tangible property—Depreciation and accelerated write-off methods
  • Recent developments
  • Proposed regulations

Learning Objectives

  • Identify important tax considerations for the small business at each stage of its life.
  • Identify timing of taxable income strategies that may work for your small business clients.
  • Choose a tax-saving retirement plan that best suits a small business.
  • Select the appropriate taxes to withhold when hiring family members.
  • Differentiate the various ways in which LLC owners may be subject to self-employment taxes.
  • Choose the correct tax treatment for fringe benefits granted to partners and S corporation shareholders.
  • Analyze educational assistance provided to employees to determine whether it qualifies as a working condition fringe benefit.
  • Choose the most effective strategy for depreciation of business tangible property.
  • Calculate allowable depreciation for a business use vehicle.
  • Identify opportunities for timing of IRC Section 1231 losses.
  • Choose the correct tax treatment for a covenant not to compete that is entered in connection with the acquisition of a business interest.
  • Apply tax knowledge to help create an efficient and effective estate plan for a client.
  • Determine the tax consequences of divorce-related transfers of business interests.

Save when you buy the complete Tax Staff Essentials, Level 4 online bundle.

What tax planning strategies will you provide for your corporate and small business clients?

This self-study course explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets.

Updated for Tax Reform, this course answers the tough questions and show you what strategies are best for your clients as a result of the most recent tax legislation.

Ratings and reviews
Author(s)

Margaret F. Suralik, CPA/ABV, ASA

Sheboygan, Wisconsin

Margaret Suralik is a CPA with over 30 years experience working with business and individual clients. She has served as an officer and board member for nonprofit organizations and professional associations. In additional to her professional experience, Margaret has taught undergraduate and graduate level courses in accounting and finance at Marquette University and the London School of Economics.

Margaret holds a B.S. in Accounting from Rutgers University, a MSc in Accounting & Finance from the London School of Economics and a MS in Taxation from Seton Hall University.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$149.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$149.00
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CREDIT INFO
CPE credits
Online
: 6.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of business taxation
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
TSE.TPSC
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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