Course ID: CL4STSB

Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

Solid tax planning strategies are essential for your corporate and small business clients. 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. We’ll answer the tough questions and show you what strategies are best for your clients as a result of the most recent tax reform.

  • Identify important tax considerations for the small business at each stage of its life.
  • Differentiate entity type options available for small businesses.
  • Choose a tax-saving retirement plan that best suits a small business.
  • Select an appropriate strategy for compliance with the Affordable Care Act employer provisions.
  • Select the appropriate taxes to withhold when hiring family members.
  • Compare IRS concerns regarding reasonable compensation for an S corporation owner versus a C corporation owner.
  • 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.
  • Identify the characteristics that establish economic substance for a loan transaction between a business and its owner.
  • Choose the correct tax treatment for a covenant not to compete that is entered into in connection with the acquisition of a business interest.
  • Apply tax knowledge to help create an efficient and effective estate plan for a client.
  • Analyze a client’s need for a buy-sell agreement.
  • Determine the tax consequences of divorce-related transfers of business interests.
  • Identify recent developments affecting the taxation of small businesses and their owners.

  • Starting a Business
  • Retirement Plans
  • Affordable Care Act
  • Owner Compensation
  • Transactions with Owners
  • Recent Developments – PATH Act of 2015

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

Basic knowledge of business taxation




This course is available to be scheduled as:

Group Live Webcast - 4 hour

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