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Wednesday, November 15, 2023 Live Webcast

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (E2311342)

11:00 AM - 12:40 PM EDT

Registration: 10:30 AM EDT


Vendor Platform

2 CPE Credits in MT


Starting and owning a small business has often been referred to as the “Third Pillar of Wealth,” right behind investments and owning real estate. Essentially, all businesses start off as “small businesses.

This course features a live instructor and has been specifically designed for the NJCPA.


Anyone in the accounting or financial services profession who seeks to understand proven strategies to establish and grow a small business or who counsels individuals who own, or are considering owning, a small business


  • Understand how to successfully start and grow a small business or advise clients who are starting a small business
  • Understand basic legal issues that need to be addressed when forming a business
  • Explore marketing and financing plans to launch and develop a business
  • Recognize ways to protect business assets and owners from different forms of liability


  • Understanding the time commitment required to start and run a business
  • Selecting a corporate structure to protect your personal assets
  • Building your product or service
  • Sales and marketing in your business
  • Establishing your owners, investors, managers, and employees
  • Accounting, recording-keeping, and other software programs
  • Leases, contracts, and employee agreements
  • Protecting intellectual property
  • Insurance
  • Business plans
  • Financing
  • Market position




General familiarity with accounting and business principles




Dennis Riley

Dennis P. Riley, CPA, M.B.A.

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.