LEGAL AND FINANCIAL PLANNING STRATEGIES FOR BUSINESS OWNERS

4.5 (85)

Glen Wagstaff

Inter Vivos, PLLC

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • CTEC

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Before starting this self study program, please go through the instructional document.

Overview

  • Why should you be discussing Business Planning with your Clients?
    4 mins
  • Choice of Business Structure
    10 mins
  • Choice of Business Structure
    24 mins
  • Planning for Owner's Intrests
    40 mins
  • Planning for Business Intrests
    57 mins
  • Family Business Map
    71 mins

Course Description

Business transactions are getting complex every year and with that taxation also grows in complexity. Despite being marketed as ease of doing business, government have been more stringent on mandatory tax requirements. As a business owner, you have income from almost every head except from the head ‘Income from Salaries’. If you are not aware of tax saving options, you might end up paying significant amount of taxes to the government every year. 

Business tax planning is thus a key consideration. This webinar take a base approach and considers everything from the perspective of business tax planning.

Key considerations for the legal and financial planning for business will cover:

  • Business Structure
  • Asset Protection and Liability Protection
  • Intellectual Properties
  • Strategies for businesses having employees
  • Business Succession Planning

With the overall approach from legal and financial tax planning, this webinar is a great value for the tax professionals. 

Learning Objectives

  • To recognize common mistakes that Business Owners make in structuring their business
  • To identify the relationship between Business Structures and Tax Planning
  • To explore Asset Protection and Liability Protection
  • To recognize ways to protect and plan for intellectual properties
  • To identify legal and financial strategies for companies that have employees
  • To explore Business Succession Planning

Who Should Attend?

  • Finance Pros
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Accounting Practice Owners
  • Finance Director
  • Senior Accountant
  • VP Finance
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.5

(85)
61%
33%
5%
1%
0%

MK

d

MMW

Very thorough, I highly recommend.

JK

thank you for this offering

CW

na

MG

Good

KG

The format changed since the last time I took a MyCPE class. I could not tell if my polling answer was received. There was no written comment such as "Your answer was received", or such. I had Zoom on my computer, and I saw the questions,, both as part of the power point and then as a pop-up for the polling question. Afterwards, I saw there were procedures I should have followed, but it was just unclear.