Tax Planning for Small Businesses - Tax Staff Essentials

Course Details

Date

Tuesday, December 16, 2025

7:00am – 11:00am (Registration: 4:04pm)

Location

Online

Field of Study

Taxation

CPE Credit

4 hours CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Working knowledge of business taxation

Description

Modern planning ideas and tax-saving strategies to help guide your small business clients.

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
  • Depreciation, Section 179 and bonus depreciation
  • Transactions with owners
  • Buy-sell and noncompete agreements
  • Exiting the business - special exit techniques

    Objectives

    • 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.
    • Apply the four tiers of business losses for noncorporate taxpayers.
    • Analyze which activities of a taxpayer are subject to self-employment taxes.

    Designed For

  • Tax professionals with small-business clients

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    Course Pricing

    WYOCPA Member Fee
    $225.00

    Non-Member Fee
    $269.00

    Your Price
    $269.00

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