Ep#1: Turbocharge Your Tax Savings for Small Business 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series For Success
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As a business owner, you must understand the importance of minimizing your tax liability. However, navigating the complexities of the tax code can be daunting. This webinar will equip you with the knowledge of the deductions you're eligible for, helping you maximize your tax savings.
Maximizing tax savings for small businesses involves strategic planning across various financial aspects. Choosing the right business entity, such as an S-Corporation or LLC, can significantly impact tax liabilities by offering pass-through taxes. This CE Course will also include strategies for depreciation, home office, and renting a home to provide further tax-saving opportunities.Â
In this CE Course, we will cover effective strategies for reducing tax obligations and discuss how properly hiring a spouse or children can shift income from higher tax brackets to lower ones, potentially lowering the overall tax burden. Charitable contributions also provide valuable deductions, reducing taxable income while supporting community efforts. It’s crucial to ensure donations go to qualified organizations and that proper documentation is maintained.
Key topics discussed-
Join this CE Course to master effective tax strategies for maximizing savings in your small business, from choosing the right entity to leveraging deductions like hiring family members and charitable contributions.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02081-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02081-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1667) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02081-24-S) | 1 CE | Approved |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-T-02081-24-S) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02081-24-S) | 1 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02081-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02081-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1667) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02081-24-O) | 1 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02081-24-O) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02081-24-O) | 1 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.Â
Jackie Meyer is a recognized leader in tax advisory and practice management, known for helping accounting firms transition from compliance-driven services to profitable, value-based advisory models. She is the founder and CEO of TaxPlanIQ, a game-changing tax planning software that has been widely adopted by CPAs and tax professionals to implement proactive, high-value tax strategies. By streamlining tax planning, TaxPlanIQ has enabled firms to enhance client value, increase firm profitability, and optimize tax savings more effectively than ever before.
As the former owner of Meyer Tax Consulting, Jackie worked extensively with firms across the U.S., specializing in concierge tax planning and strategy. She is an AICPA 40 Under 40 honoree and an industry influencer, known for her expertise in value-based pricing, leadership coaching, and firm scalability. Beyond her software and consulting work, she is a highly sought-after speaker, educator, and advocate for work-life balance in the accounting profession.
Jackie’s passion for innovation extends beyond software - she is dedicated to reshaping the future of accounting by equipping professionals with the right tools, strategies, and mindset to thrive in an evolving industry. She has served on various AICPA committees, including the Practice Management and WOW Committees, and was part of the AICPA Accelerator Program in 2023.
She also hosts “The Concierge CPA” podcast, where she shares insights on tax advisory, firm management, and industry trends. Holding a Doctorate in Leadership, Jackie brings a unique perspective on firm growth and cultural transformation, helping firms prevent burnout while maximizing efficiency.
Through TaxPlanIQ, coaching, and speaking engagements, Jackie continues to empower CPAs and firm owners with the knowledge and technology to scale smarter and build sustainable, high-impact tax advisory practices.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LS
I learned a lot about the potential for other services. I don't have a large number of business clients or high networth clients, but would be very interested in how to find strategies and implement savings for my average client - ~$200-200k of household income.
JP
I wasn't sure what this course would offer. I was very pleased by the overall strategy of cost savings for small businesses. I felt these tips could be applied to almost all small businesses.
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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