Bundle
Small Business and Advanced Tax Planning
$275
$157.25 - $233.75
Discount:
15% off
No. of Products: 2
CPE Credits:
19
Tax Planning for Small Businesses - Tax Staff Essentials
Tax
CPE Self-study
Tax Planning for Small Businesses - Tax Staff Essentials
Modern planning ideas and tax-saving strategies to help guide your small business clients.
$139 - $195
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Format
Online
NASBA Field of Study
Taxes
Level
Intermediate
CPE Credits
6.5
Author(s)
David Randall Peters
Availability
1 year
Product Number
TSETPSC24SSO
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Business & partner
Part of a discounted
Product Details
Save when you buy the complete Tax Staff Essentials, Level 4 online bundle.
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 and IRS guidance. They provide the information needed to answer tough questions and show you the best strategies for your clients.
Materials are updated for the following tax changes:
- Required minimum distribution (RMD) age requirements
- 529-to-Roth IRA and 529-to-ABLE rollover availability
- Increased SIMPLE plan catch-up contribution limits
- The Starter 401(k) plan for small businesses
Meet the needs of small businesses at every stage
Even though the materials focus on taxes, taxes are only one of many considerations that 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.
Who Will Benefit
Tax professionals with small-business clients
Key Topics
- Starting a business — the tax life of a business
- Selecting a business entity type
- SECURE Act 1.0 and 2.0
- Section 199A and the qualified business income deduction
- Accounting methods
- Compensation of owners — hiring family members
- Reasonable compensation
- Depreciation, Section 179 and bonus depreciation
- Transactions with owners
- Buy-sell and noncompete agreements
- Exiting the business — special exit techniques
Learning Outcomes
- Identify important tax considerations for the small business at each stage of its life.
- Calculate the qualified business income (QBI) deduction, built-in gains (BIG) tax, and the deduction for organizational costs and start-up costs.
- Differentiate the advantages available for small businesses based on entity type.
- Analyze which activities of a taxpayer are subject to self-employment taxes
Credit Info
CPE Credits
Online
6.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of business taxation
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$195.00
AICPA Members
Online
$159.00
CIMA Members
Online
$159.00
Tax Section Members
Online
$139.00
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
Author(s)
David Randall Peters
CPA, CGMA, MST, MBA
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Virginia. He has over 15 years of experience in financial services, including 3 years in the hedge fund industry and 6 years in the insurance industry. David was the first-ever chief financial officer at Compare.com, a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He is the adviser for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four master’s degrees, including a Master of Science in Taxation from the University of Illinois. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a coauthor of the 2018, 2019, and 2020 versions of the Virginia CPA ethics course, required for all CPAs licensed in the Commonwealth of Virginia
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