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.
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 through its website: www.NASBARegistry.org.
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 maintenance 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 (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Certified Public Accountant (CPA), Action tax Services, LLC
As a public speaker, author, and a
successful entrepreneur, Jake Hanes delivers high energy messages that motivate
people to take action in life and build highly successful businesses. As an entrepreneur, Jake has been coaching
business owners for more than 20 years in every facet of growing their business.
He has succeeded, as well as failed, in
business, and shares the experiences, concepts and tools audiences can use to
take a five year leap in business success.
In his Amazon #1 Bestseller book, “The Seven Strategies of Highly
Successful Business Owners,” he shares these concepts and many more.
Jake lived the first 40 years of life
with epilepsy, having many thousands of seizures, and amid all the inherent
challenges, he reached great heights, including summiting the five highest
peaks in Washington and building several successful businesses. Now cured of epilepsy, he continues to
succeed by goal setting and achieving every day, and he brings his challenging
experiences to life in educating and entertaining audiences of all sizes.
Action Tax Service, LLCbegan providing services to local businesses and individuals in the northwest region. With a special interest in the growth and success of small businesses and startup companies, Action Tax have been growing enthusiastically each year, in both income tax preparations, bookkeeping and payroll services, with a special niche in providing businesses with specialized training and support of QuickBooks accounting software.
The owners, Jake Hanes, are long time residents of Washington, with many years working in both public and private accounting. With a Bachelors degree in Accounting from Central Washington University, Jake worked 10 years in private accounting for a couple larger companies, then opened his first accounting and tax practice with his wife in 1999. As a Certified Public Accountant, and a Certified QuickBooks ProAdvisor, Mr. Hanes has helped many hundreds of small business owners succeed in starting and growing their own businesses by providing affordable and timely services. Jake are active in the community, supporting many worthy causes that help the youth and elderly. Following tax season of course, they enjoy spending family time in the outdoors with their family of five children.
Action Tax Service, LLC provides five primary services to individuals and businesses, including income tax preparations, bookkeeping, payroll, LLC and corporation organizations, and specialized QuickBooks. The team of professionals includes seasoned tax preparers, professional bookkeepers, payroll specialists, certified notary publics, certified QuickBooks ProAdvisors and Certified Public Accountants. Our goal is to provide a one-of-a-kind top quality experience for each individual who comes into contact with us. Let us know how we can meet your unique needs.
Action Tax Services LLC is located at 1833 Auburn Way Ste T, Auburn WA We are directly across from the Auburn Top Foods.
FAQ
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
Testimonial
4.6
(15)
67%
27%
7%
0%
0%
NJC
N John Chike, , Tax Professional
Mar 4th 2021
He was super knowledgeable and made me think in a deeper way about Tax Law and its application for my clients.
MC
Mark Cook, CPA
Dec 8th, 2020
Everything worked well.
SF
Santa Frattarelli, Tax Pros
Dec 7th, 2020
Very informative
YL
Yolanda Leaks, , AFSP, Tax Pros
Dec 9th, 2020
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.
CC
Charles Chalfant, CPA
Dec 7th, 2020
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.
