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Thursday, November 6, 2025 Live Webcast

Tax Planning for Small Businesses (E2511492)

9:00 AM - 12:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients?

Updated for the latest legislation and IRS guidance on tax reform, this course answers the tough questions and shows you what strategies are best for your clients. We use a case-study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients.Discussions will include traditional and new planning opportunities due to the latest tax legislation, including SECURE 2.0 and related regulations, as well as IRS guidance.

DESIGNED FOR

Tax professionals with small business clients

BENEFITS

  • Identify important tax considerations for the small business at each stage of its life.
  • Calculate the qualified business income (QBI) deduction, built-in gains (BIG) tax, and the deduction for organizational costs and start-up costs.
  • Differentiate the advantages available for small businesses based on entity type.
  • Analyze which activities of a taxpayer are subject to self-employment taxes

HIGHLIGHTS

  • Starting a business — the tax life of a business
  • Selecting a business entity type
  • SECURE Act 1.0 and 2.0
  • Section 199A and the Qualified Business Income deduction
  • Accounting methods
  • Compensation of owners - hiring family members
  • Reasonable compensation issues
  • Depreciation, Section 179, and bonus depreciation
  • Transactions with owners
  • Buy-sell and noncompete agreements
  • Exiting the business - special exit techniques

COURSE LEVEL

Advanced

PREREQUISITES

Basic knowledge of business taxation

ADVANCE PREPARATION

None

INSTRUCTOR

R. Wayne Wells

R. Wayne Wells, CPA, CFE
(4.6)

AICPA/Professional Development Institute

Robert “Wayne” Wells has 53 years of experience in public accounting and annually instructs numerous virtual continuing education seminars and in-firm training classes for continuing education providers in the areas of accounting, auditing, fraud, and taxation. Wells began his career in public accounting in 1970 with the national firm of what was then Touché, Ross & Co. in Nashville, Tennessee. In 1974, he joined a local firm in Nashville and provides accounting, auditing, fraud investigation, and tax services to small- and medium-sized businesses, as well as extensive tax services to individuals. Wells graduated from Austin Peay State University in Clarksville, Tennessee, in 1970 with a Bachelor of Science degree in accounting and economics. He holds a certified public accountant certificate in Tennessee and is also a Certified Fraud Examiner. He is a member of the Tennessee Society of Certified Public Accountants, the Association of Certified Fraud Examiners, and the American Institute of Certified Public Accountants. He is a recipient of the Outstanding Discussion Leader Award presented by the Tennessee Society of Certified Public Accountants, the Outstanding Discussion Leader Award presented by the AICPA, and the Outstanding Discussion Leader Award presented by Surgent.

PRICING

$199.00 - Member

$274.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 6 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA