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Tuesday, November 10, 2026 Live Webcast

Tax Planning for Small Businesses - Tax Staff Essentials (E2611602)

9:00 AM - 12:30 PM EST

Registration: 8:45 AM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Modern planning ideas and tax-saving strategies to help guide your small business clients.

DESIGNED FOR

Tax professionals with small-business clients

BENEFITS

  • Identify important tax considerations for the small business at each stage of its life.
  • Differentiate the advantages available for small businesses based on entity type.
  • Interpret the rules for deducting organizational and startup costs.
  • Apply the four tiers of business losses for noncorporate taxpayers.
  • Analyze which activities of a taxpayer are subject to self-employment taxes.
  • Determine the tax implications of loans to and from owners of a business.
  • Identify the benefits and structures of buy-sell agreements for small business owners.
  • Identify the advantages of different retirement plans available to small businesses.

HIGHLIGHTS

  • The tax life of a business
  • Selecting a business entity type
  • Section 199A and the qualified business income deduction
  • Accounting methods
  • Compensation of owners and hiring family members
  • Reasonable compensation
  • Depreciation, including Section 179 and bonus depreciation
  • Transactions with owners
  • Buy-sell and noncompete agreements
  • Retirement plan strategies for late-stage business owners
  • Starter 401(k) plans and SIMPLE plan enhancements
  • Provisions of H.R. 1, commonly referred to as OBBBA

    • COURSE LEVEL

    Intermediate

    PREREQUISITES

    Working knowledge of business taxation

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    William Taylor

    William F. Taylor, CPA
    (4.6)

    Surgent Professional Education

    Read bio

    PRICING

    $199.00 - Member

    $274.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on November 10 at 8:45 AM.

    ADDITIONAL OPTIONS

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    ALSO AVAILABLE

    COURSE DEVELOPER

    AICPA/NJCPA

    AREAS OF INTEREST

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