Almost all CPAs encounter the following question from clients: “What type of entity should my business be?” This course will help answer that question - we’ll use real-world strategies that will assist you in helping clients reduce their tax liabilities by proper selection of the best entity for the particular situation. We’ll cover the revised landscape after the enactment of the Tax Cuts and Jobs Act of 2017 and the CARES Act.
You’ll leave this class with a practical checklist that you can use to counsel clients on entity choices. And we’ll discuss a very recent IRS release that helps clarify self-employment tax in the context of LLC’s.
Basic knowledge of federal income tax.
CPAs and tax practitioners.
Identify issues related to choosing the best type of entity for new businesses. Recognize useful tax planning ideas. Determine how the 20% 199A deduction affects choice of entity for federal tax purposes. Identify differences in tax treatment of contributions, distributions, and payroll taxes.
4.93 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees
George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.
Non-Member Price $94.00
Member Price $79.00