12 Powerful Tax Saving Strategies for Your Small Business Owner Clients

4.6 (14)

Jake Hanes

Action tax Services, LLC

Wednesday, March 03, 2021 | 09:30 AM EST

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • PFS
  • CTEC

1 CPE | 1 CE


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox


Dec 31, 2020 | 02:30 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)


Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them


Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)


Feb 18, 2021 | 01:30 PM EST View Details

introduction to excel pivottables


Feb 22, 2021 | 10:30 AM EST View Details

tax practitioners ethics - latest


Mar 01, 2021 | 12:30 PM EST View Details

qbo running reports - information, analysis & better decision


Mar 05, 2021 | 09:30 AM EST View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis


Mar 05, 2021 | 10:00 AM EST View Details

form w-4 and other payroll updates


Mar 05, 2021 | 10:00 AM EST View Details

guide to depreciation under the tcja (latest)


Mar 05, 2021 | 10:00 AM EST View Details

undoing joint liability- no longer married, innocent spouse relief (isr)


Mar 05, 2021 | 10:00 AM EST View Details

annual federal tax update - individuals (form 1040)


Mar 05, 2021 | 10:00 AM EST View Details

yellow book boot camp - nfp and governmental accounting & auditing update


Mar 05, 2021 | 10:00 AM EST View Details

financial statement audit best practices


Mar 05, 2021 | 10:00 AM EST View Details

Course Description

Being a small business owner is expensive as it is – ‘every penny counts’ when entrepreneurs are living on ‘razor-thin margins’ and ‘fighting for market share’.

But owning and operating a small business becomes even more expensive when you have to pay more taxes than they actually owe. Further, tax strategies are one of the most overlooked ways in which small businesses could be saving money. Many small business owners seek advice from tax experts for cutting their tax bill.

In this webinar, Jake Hanes, CPA for over 2400 clients’ highlights 12 excellent strategies not frequently considered by your clients, but when implemented, can greatly impact their tax bill. You may likely be sharing several of these strategies, but it’s both what and the how that matter and are discussed in this webinar.

Learning Objectives

  • To identify and clarify 12 specific strategies your clients can take to decrease their tax liability, year over year.
  • To help you effectively present these ideas, and help your customers actually implement these ideas into action.
  • To identify how to make these strategies a part of your revenue stream.
  • To implement the strategies to retain clients for many more years, and be a referred to many more.

Who Should Attend?

  • Tax Attorney
  • Tax Practitioners
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Senior Accountant
  • Tax Managers
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm





He was super knowledgeable and made me think in a deeper way about Tax Law and its application for my clients.


Everything worked well.


Very informative


The courses that I have taken with my-CPE has been helpful. It's great to have the printed material as a resource and to be able to contact the instructors for follow-up questions.


Overall experience was very good. I am a sole proprietor preparing only a few returns. the course was a good update on strategies for clients.