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.
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.
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(Soon to be Dr.) Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor from 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for firms to thrive. Her mission is to improve health, wealth, and relationships for all.
Want quirky humor and occasional bouts of wisdom? Follow her @jackiemeyercpa:
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
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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.
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