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Who should attend Business Tax Planning Guide
This basic-to-intermediate level program is designed for accountants and attorneys who advise business clients on tax planning strategies.
This program is designed to give a comprehensive overview of business tax guidelines so you can optimize decisions that both protect assets and minimize tax liability. (see
full course description)
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Syllabus:
Business Tax Planning Guide
- Accounting Tax Training Seminar
Plan for Tax Implications Throughout the Life of a Business
It's important for any business to develop a tax planning strategy in order to protect assets and minimize financial consequences. Are you able to confidently advise clients on tax planning arrangements that reduce or eliminate tax obligations? Become the qualified professional your client seeks to assist with entity selection and formation, asset and entity sales, deductions, and sales and use tax from the start-up process to daily operations and business succession planning or dissolution. This program is designed to give a comprehensive overview of business tax guidelines so you can optimize decisions that both protect assets and minimize tax liability. Register today!
Understand the tax consequences of selecting a corporation vs. a pass-through entity, and compare key differences so you can select which is best for your client.
Identify situations when a like-kind exchange can be used to avoid a taxable transaction.
Know how to reduce or defer the payment of beneficiary taxes on newly transferred businesses.
Be able to confidently identify when a business has nexus in a state.
Review the appeals procedures for an audit.
Tax Implications of Entity Selection 9:00 - 10:30, Catherine M. Moseley
Differences Between S-Corporation and Partnership Flow Through Taxation
Treatment of Losses
Debt Restructuring and Cancellations
Capital Accounts and Future Profits Interests, Deficit Restoration of Capital Accounts/Minimum Gain Chargebacks and Qualified Income Offsets
Equity-Based Compensation Planning
Non-Liquidating Distributions and Dividends
Planning for Self-Employment Tax
Capital Contributions, Distribution of Appreciated and Depreciated Property
Death or Retirement of a Member and Tax Alternatives
Business and Daily Operations - Tax Must Knows 10:45 - 12:00, Marcus D. Dunn
Expensing Election - Section 179
Deductions and Tax Benefits for "Going Green"
Rules Specific to Leases
Last-In, First-Out (LIFO) Benefits
Gain Deferral and Installment Sales
Like-Kind Exchanges
Preparing for Related Party Transactions
Executive Compensation Arrangements
Nonqualified Stock Options
Incentive Stock Options
Restricted Stock and the 83(b) Election
Nonqualified Deferred Compensation and Section 409A
Tax Attributes and Issues
Net Operating Losses
Legal and Tax Considerations When Selling a Company 1:00 - 2:15, Marcus D. Dunn
Selling to an Unrelated Third Party and Compliance
Equity Sale vs. Asset Sale
Legal Considerations
Federal Tax Considerations
State Tax Considerations
Mitigation of Tax Consequences
Allocation of Purchase Price
Installment Sales
Contingent Considerations and Earn Outs
Maintaining Equity Positions and Tax Deferral
Clarifying Confusion of Sales and Use Tax Nexus 2:15 - 3:15, Frank L. Dantonio
Overview of Nexus Statutes, Regulations and Case Law
Quill Corp. v. North Dakota Interpretations
Goeffrey, Inc. v. Commissioner of Revenue Analysis
Clarify Statutory vs. Constitutional Nexus
Economic Presence vs. Physical Presence Nexus
Judicial Interpretations of "Solicitation"
Independent Contractor and Employee Issues
"Red Herrings" in the Sales/Use Tax Nexus Analysis
Nexus Checklist
State Audit Issues and Record Keeping Best Practices 3:30 - 4:15, Frank L. Dantonio
Common Triggers for an Ohio Audit
What to Expect Before, During and After an Ohio Audit
Record Retention Requirement
Physical vs. Electronic Recordkeeping Guidelines
Documents to Keep Forever
Update of Internet Purchases 4:15 - 4:30, Frank L. Dantonio
Streamlined Sales Tax Project (SSTP)
Marketplace Fairness Act (MFA)
What is Ohio Use Tax?
Seminar Summary:
This program is designed to give a comprehensive overview of business tax guidelines so you can optimize decisions that both protect assets and minimize tax liability. (see
full course description)
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