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Small Business Adviser - Core Concepts
Tax
CPE Self-study

Small Business Adviser - Core Concepts

This course covers relevant topics such as entity and business owner planning considerations, cash flow and estate planning techniques, and recent tax provisions most beneficial in the current environment.

$135.20 - $189
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Business Management and Organization

Level

Basic

CPE Credits

4

Author(s)

Regina Brown

Availability

1 year

Learning Outcomes
  • Analyze important entity considerations in the current environment.
  • Compare the differences in the definition of basis and associated tax implications for various types of entities.
  • Identify tax planning opportunities based on selected entity.
  • Differentiate business owner compensation types based on the entity selected.
  • Analyze reasonable compensation rules for C corporations and S corporations
  • Identify valuation discount opportunities in the current environment.
  • Apply succession planning techniques.
  • Distinguish different types of loans available to businesses to ensure business continuity.
  • Identify certain tax provisions that may be used to generate quick cash.
  • Determine bank, lease, and vendor renegotiating opportunities in the current environment.
  • Use market’s low interest rates to take advantage of refinance and investment openings.
Key Topics
  • Cashflow planning
  • Estate planning
  • Entity considerations
  • Business owner considerations
  • Recent tax provisions
Product Details

Be the expert on small business core concepts

This course is part of the Small Business Adviser program course – earn a badge when you complete both courses.

This course covers relevant topics such as entity and business owner planning considerations, cash flow and estate planning techniques, and recent tax provisions most beneficial in the current environment.

The knowledge presented here is designed to assist current CPAs who are working with small- to mid-tier business clients in making themselves invaluable beyond tax and accounting related matters - helping them become overall business advisers to their clients in these challenging times.

Through this course, you will gain invaluable knowledge to create a well-rounded understanding of many major client concerns and propel you to become an overall business adviser for your clients.

Along with a general discussion of important topics, this course is littered with signposts that will point you in the direction of further research and ultimately make you even more valuable to both new and existing clients.

Who Will Benefit
  • CPAs in private practice
  • Tax professionals
  • Other qualified professionals
  • Sole practitioners
  • Small business owners
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$189.00
AICPA Members
Online
$169.00
PFP Section Members
Online
$135.20
Tax Section Members
Online
$135.20
PFS Credential Holders
Online
$135.20

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
4
NASBA Field of Study
Business Management and Organization
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Regina Brown
CPA
Regina Brown, CPA, has more than 25 years of experience providing tax planning and compliance services. Her specializations include real estate and international tax transactions as well as estate and trust planning and compliance. Regina is a member of both the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA). She has served as a returning speaker for the California Society of CPAs and currently owns her own practice in Los Angeles, California.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Small Business Adviser - Core Concepts
Select from the following options:
Online
$189.00
Nonmember Price
$189.00
Price excluding sales tax
$189.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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