Business Tax Planning Guide Seminar training classes conferences & workshops presented by NBI Inc. register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 

Helpful links

find similar training...
Search by state...
Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this NBI Inc. training seminar

We are an authorized partner of NBI Inc.

 

Price protection. The price to attend Business Tax Planning Guide is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider NBI Inc..


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for Business Tax Planning Guide seminar by NBI Inc..
Register online, by phone (800) 349-1935,or fax (800) 712-5569
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.
Reviews
Write and read NBI Inc. reviews and reviews about the training seminar Business Tax Planning Guide on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar Business Tax Planning Guide

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

 
 
 

request on site training details for the Business Tax Planning Guide seminarRequest on site training

Business Tax Planning Guide  

 Email information about this seminar Business Tax Planning Guide by NBI Inc. to yourself your manager or associatesEmail this event... View and register for other training seminars like Business Tax Planning Guide by NBI Inc. on FindaSeminar.com See similar training.. Find and register for other training seminars by NBI Inc. on FindaSeminar.com Other seminars from NBI Inc.

By:

training seminars by NBI Inc. NBI Inc.   

For:

This basic-to-intermediate level program is designed for accountants and attorneys who advise business clients on tax planning strategies.

Cost:   

see Registration info for seminar cost, group discount etc.

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)

 
 
 

 Seminar / Training class dates & locations

 

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search


 

 
 

print the agenda print agenda for the Business Tax Planning Guide seminar

 

Training Course 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.

 

  1. Tax Implications of Entity Selection
    9:00 - 10:30, Catherine M. Moseley
    1. Differences Between S-Corporation and Partnership Flow Through Taxation
    2. Treatment of Losses
    3. Debt Restructuring and Cancellations
    4. Capital Accounts and Future Profits Interests, Deficit Restoration of Capital Accounts/Minimum Gain Chargebacks and Qualified Income Offsets
    5. Equity-Based Compensation Planning
    6. Non-Liquidating Distributions and Dividends
    7. Planning for Self-Employment Tax
    8. Capital Contributions, Distribution of Appreciated and Depreciated Property
    9. Death or Retirement of a Member and Tax Alternatives
  2. Business and Daily Operations - Tax Must Knows
    10:45 - 12:00, Marcus D. Dunn
    1. Expensing Election - Section 179
    2. Deductions and Tax Benefits for "Going Green"
    3. Rules Specific to Leases
    4. Last-In, First-Out (LIFO) Benefits
    5. Gain Deferral and Installment Sales
    6. Like-Kind Exchanges
    7. Preparing for Related Party Transactions
    8. Executive Compensation Arrangements
      1. Nonqualified Stock Options
      2. Incentive Stock Options
      3. Restricted Stock and the 83(b) Election
      4. Nonqualified Deferred Compensation and Section 409A
      5. Tax Attributes and Issues
    9. Net Operating Losses
  3. Legal and Tax Considerations When Selling a Company
    1:00 - 2:15, Marcus D. Dunn
    1. Selling to an Unrelated Third Party and Compliance
    2. Equity Sale vs. Asset Sale
      1. Legal Considerations
      2. Federal Tax Considerations
      3. State Tax Considerations
    3. Mitigation of Tax Consequences
      1. Allocation of Purchase Price
      2. Installment Sales
      3. Contingent Considerations and Earn Outs
      4. Maintaining Equity Positions and Tax Deferral
  4. Clarifying Confusion of Sales and Use Tax Nexus
    2:15 - 3:15, Frank L. Dantonio
    1. Overview of Nexus Statutes, Regulations and Case Law
      1. Quill Corp. v. North Dakota Interpretations
      2. Goeffrey, Inc. v. Commissioner of Revenue Analysis
    2. Clarify Statutory vs. Constitutional Nexus
    3. Economic Presence vs. Physical Presence Nexus
    4. Judicial Interpretations of "Solicitation"
      1. Independent Contractor and Employee Issues
    5. "Red Herrings" in the Sales/Use Tax Nexus Analysis
    6. Nexus Checklist
  5. State Audit Issues and Record Keeping Best Practices
    3:30 - 4:15, Frank L. Dantonio
    1. Common Triggers for an Ohio Audit
    2. What to Expect Before, During and After an Ohio Audit
    3. Record Retention Requirement
      1. Physical vs. Electronic Recordkeeping Guidelines
      2. Documents to Keep Forever
  6. Update of Internet Purchases
    4:15 - 4:30, Frank L. Dantonio
    1. Streamlined Sales Tax Project (SSTP)
    2. Marketplace Fairness Act (MFA)
    3. 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)

print this agenda print agenda for the Business Tax Planning Guide training seminar

 view dates and locations for this seminar

 

 
 
 NBI Inc. training and seminar course catalog

Click any title to view upcoming NBI Inc. training event dates and locations, class syllabus and other seminar details

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2018 FindaSeminar.comô All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network