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Tax Planning for Small Businesses: Tax Staff Essentials

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4.00 Credits

Member Price $139.00

Non-Member Price $169.00

Overview

Tax planning strategies for now and then.
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients?

Course materials are updated for the latest legislation, including H.R. 1, commonly referred to as OBBBA. In this course, you get the information you need to answer tough questions and learn the best strategies for your clients.

Materials are updated for the following new and updated tax provisions of H.R. 1:

  • Section 1202 qualified small business stock exclusion
  • State and local tax deduction cap
  • Section 199A qualified business income deduction
  • Bonus depreciation
  • 100% depreciation deduction for qualified production property
  • Section 179 expensing
  • Meals and fringe benefits

    You'll also get caught up on IRS guidance on other recent tax changes, particularly those related to retirement plans and required minimum distributions.

    Meet the needs of small businesses at every stage
    Even though the materials focus on taxes, taxes are only one of many considerations a small business owner must make when forming a new entity.

    The course covers common small business matters at different stages in the business lifecycle:
  • Growth stage
  • Maturity stage
  • Late-maturity stage
  • Decline stage

    Content for all entity types
    What do you need to do to form a sole proprietorship, partnership, or other type of entity? As we address this question, you will consider the nuances of each entity structure.

    Part of Tax Staff Essentials Level 4
    This self-study online course is part of Tax Staff Essentials Level 4, a comprehensive learning program that provides tax managers, directors and partners with the advanced technical training required to work with their most sophisticated clients.

  • Non-Member Price $169.00

    Member Price $139.00