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Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs (TCBU16)
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 Export to Your Calendar 10/27/2016
When: 10/27/2016
8:30 AM until 4:30 PM
Where: Hampton Inn
601 Mane Street
West Monroe, Louisiana 
United States
Presenter: Pamela Davis-Vaughn


Online registration is available until: 10/27/2016
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Acronym TCBU16
CPE 8 hours
Vendor Surgent McCoy CPE
Category
Taxation
Level Intermediate
Prerequisite Experience with business clients
Adv Prep None
Who should attend

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

Registration Early Bird
(through 10/12)
Standard
(after 10/12)
Member $289 $339
CPA Non-Member $389 $439

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

Business clients seek practical solutions to their tax issues, and this course provides advisors with effective tax planning strategies for the closely-held business. Providing sound advice will be a money maker both for clients and your firm.

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

Topics

  • Hiring family members: income splitting and shifting
  • Maximizing depreciation deductions and applying the new capitalization and repair regulations
  • Taking full advantage of fringe benefits: what is available
  • Fringe benefit plans – how they play a larger role in getting to a lower taxable income; what choices should you consider?
  • Medical benefits: long-term care, HSAs, cafeteria plans, COBRA compliance, disability
  • Health care reform: what it means to employers
  • Maximizing retirement benefits
  • 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?
  • Deferred compensation
  • C corporations: are they qualified personal service corporations?
  • Compensation planning – with potential increases of our client’s Social Security taxes, what can we do to lessen the burden?
  • Basis planning: at-risk and passive considerations
  • Structuring the buy-sell agreement
  • Why businesses need life insurance
  • Related party transactions: making them work
  • Travel and entertainment
  • End-of-year W-2 adjustment worksheets: HI, auto, group-term life
  • Methods of accounting: when do you use accrual instead of cash? When can you use cash?

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Society of Louisiana
Certified Public Accountants

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