This class not only serves as tax compliance but also as a client planning course. Whether your a CPA, Enrolled Agent, or other Tax Preparer you serve your clients not only as the individual providing tax season support but you should also be advising your client and guiding them on how to best manage and protect their monies/business. This starts on day one of client acquisition. What is the best formation of their company, where can they get the most bang from their buck, LLC, C/S-Corp, partnership, fringe benefits, tax breaks, payroll, employing a child, revenue streams, money markets, cryptocurrency, IRA’s, employer/employee benefits, maximizing tax deductions, and more.

Learning Objectives:
List the benefits and pitfalls of each business entity
Identify employer/employee fringe benefits
List ways to minimize your clients tax liability
State current Tax Rates
Identify qualified and non-qualified plans
Define when cryptocurrency is reportable and calculating gains and losses

To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements

Upon course completion a course evaluation form is provided for your feedback.

Participants have 1 year from the date of purchase/enrollment to complete this course

CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org