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Legal and Financial Planning Strategies for Business Owners

Legal and Financial Planning Strategies for Business Owners

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00329-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0333)

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

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00329-20-S)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00329-20-S)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

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?

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

Testimonial

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