Ep#3: Optimal Entity Selection and Participation Requirements 1 Credit
The Tax Advisor’s Technical Toolkit: Monthly Series for Success
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Optimal entity selection and participation requirements play pivotal roles in navigating the complexities of the IRS tax landscape. Regarding tax planning and compliance, the chosen entity structure can significantly impact an organization's tax liabilities, reporting obligations, and eligibility for various deductions and credits.
Selecting the appropriate entity type involves a careful analysis of tax implications. For example, a sole proprietorship may offer simplicity but expose the owner to self-employment taxes. At the same time, a corporation might face double taxation but can avail itself of certain deductions and credits not available to other entities. This CE Course is part 3 of The Tax Advisor’s Technical Toolkit: Monthly Series for Success; we will discuss how these nuances enable taxpayers to minimize their tax burden while complying with IRS regulations strategically.
Moreover, participation requirements within an entity framework determine how income and expenses are allocated among owners or partners. Properly structuring participation ensures equitable tax benefits and liabilities distribution while adhering to IRS guidelines.Â
This CE course will cover the intricacies of optimal entity selection and participation requirements and equip tax professionals with the knowledge and skills needed to advise clients effectively. By understanding the tax implications associated with different entity types and participation structures, tax practitioners can provide tailored guidance that optimizes tax outcomes while minimizing risks of audit or non-compliance.
Join this CE Webinar to understand why optimal entity selection and participation requirements are indispensable for effectively navigating the IRS tax landscape.
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
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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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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.
JM
Instructor did a very good job of concisely covering a great amount of material in the 1 hour allotment. Jackie is very refreshing, upbeat and excited about the content. Recommend expanding this course into a 2 hour block and give attendees time to better digest the examples and great software resources that were provided. Thank you for the insightful course.
Love Jackie and how she makes webinars more fun and engaging!
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