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Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies (BTPS14)
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Have you ever left a CPE seminar wishing you had learned something that would really help your bottom line? This course is designed to provide innovative, real-world ideas that will increase revenue for you, your firm or company, and your clients. Find out the answers to tough questions regarding tax planning and strategies for the closely held business, and learn how to apply key techniques to make more money.

10/23/2014
When: 10/23/2014
8:30 AM until 4:30 PM
Where: LCPA Training Center
2400 Veterans Memorial Blvd
Ste 500
Kenner, Louisiana  70062
Presenter: James W. (Bill) Harden


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Have you ever left a CPE seminar wishing you had learned something that would really help your bottom line? This course is designed to provide innovative, real-world ideas that will increase revenue for you, your firm or company, and your clients. Find out the answers to tough questions regarding tax planning and strategies for the closely held business, and learn how to apply key techniques to make more money.

 

Designed for: All tax practitioners, both those working in public accounting as well as those in private industry, who are responsible for tax planning for their clients and/or companies

 

Objectives:

  • Understand what strategies and techniques are most appropriate for businesses in dealing with employee-related issues
  • Understand how to structure buy-sell agreements
  • Understand how to incorporate family members into a business and avoid problems a business can experience in dealing with related parties

 

Highlights:

  • New strategies in light of tax reform - What type of business entity should you consider? Are LLCs out of favor, and are S and C corporations hot new vehicles?
  • Compensation planning - with potential increases of our client's Social Security taxes, what can we do to lessen the burden?
  • Pension plans - are they now more valuable, and what are the best options* Are 401(k) plans not as good, and could defined benefit plans make a comeback?
  • Should employees fund regular 401(k)s or traditional IRAs?
  • Fringe benefit plans - how they play a larger role in getting to a lower taxable income; what choices should you consider?
  • Health care reform: what it means to employers
  • Basis planning: at-risk and passive considerations
  • C corporations: are they qualified personal service corporations?
  • Fringe benefit inventory: a checklist for clients; when does the$75 rule apply?
  • End-of-year W-2 adjustment worksheets: HI, auto, group-term life
  • Deferred compensation
  • Legal checklist: buy-sell agreements, life insurance, and more
  • Family involvement: not enough?
  • Medical benefits: long-term care, HSAs, cafeteria plans, COBRA compliance, disability
  • Travel and entertainment
  • Maximizing depreciation deductions and applying the new capitalization regulations
  • Related party transactions: making them work
  • Maximizing retirement benefits
  • Methods of accounting: when do you use accrual instead of cash?

 

Requisite Knowledge: Experience with business clients          

 

Speaker: James W. (Bill) Harden

Vendor: Surgent McCoy

Field of Study: Taxation

Level: Intermediate

CPE Credits: 8

 

Registration Fees:

 

Members

CPA Non-Members

Early Bird (through 10/8)

$276

$376

Standard (after 10/8)

$326

$426

 


 

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Society of Louisiana
Certified Public Accountants

2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

504.464.1040
800.288.5272 Map/Directions


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