Tax Planning for Small Businesses Webcast [TPSC]
Time: 10:00am-1:30pm
Subject:
TaxationCredit Hours:
4.00Price:
Member: $185.00
Non-member: $255.00
Discussion Leader:
Sali L. Sheafor, CPA
more info
Sali is an accomplished accounting professional with over twenty-five years of experience. Alongside her extensive accounting background, she has spent the last eight years as a leading Continuing Professional Education (CPE) course instructor. Sali's expertise and client-centric approach have allowed her to work with individuals and organizations nationwide, holding licenses in Wisconsin, Minnesota, and Florida. Graduating from the University of Wisconsin system, Sali worked in several public accounting firms prior to establishing her own public accounting firm, TAP Consulting, LLC. Through her firm, she has built a strong reputation for delivering exceptional accounting services while creating a relaxed and enjoyable atmosphere for her clients with her humor.
Sali's infectious laughter and genuine love for learning make her a sought-after speaker. She combines entertainment and education in her sessions on the ever-changing accounting and tax regulations, captivating audiences and simplifying complex information. She co-founded the Onalaska chapter of Toastmasters, enhancing public speaking and leadership skills. Sali's dedication to community involvement is evident through her service on multiple boards. With her dynamic blend of accounting expertise, humor, and passion for continuous learning, Sali is a captivating speaker who leaves audiences enlightened and entertained.
closeWebsite registration for this course closes on December 7, 2026. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Tax Planning for Small Businesses Webcast (TPSC)December 8th, 2026 / 10:00 am 1:30 pm Alaska Time
Live Webcast / Idaho Society of CPAs Virtual Classroom
Clients want help with present and future business services. Which tax planning strategies are best for corporate and small business clients? Updated with the latest legislation and IRS guidance on tax reform, this course answers the tough questions and shows participants which strategies are best for these clients. It uses a case-study approach to explore opportunities for businesses and how the tax practitioner can continue to add value for their clients. Discussions will include traditional and new planning opportunities due to the latest tax legislation, including H.R. 1, commonly referred to as OBBBA, SECURE 2.0, as well as regulations and other guidance from the IRS and U.S. Treasury Department.
Major Topics:
-The tax life of a business
-Selecting a business entity type
-Section 199A and the qualified business income deduction
-Accounting methods
-Compensation of owners and hiring family members
-Reasonable compensation
-Depreciation, including Section 179 and bonus depreciation
-Transactions with owners
-Buy-sell and noncompete agreements
-H.R. 1, commonly referred to as OBBBA
-SECURE 2.0
-Retirement plan strategies for late-stage business owners
-Starter 401(k) plans and SIMPLE plan enhancements
Learning Objectives:
When you complete this course, you will be able to:
-Identify important tax considerations for the small business at each stage of its life.
-Calculate the qualified business income (QBI) deduction, built-in gains (BIG) tax, and the deduction for organizational costs and start-up costs.
-Differentiate the advantages available for small businesses based on entity type.
-Apply the four tiers of business losses for noncorporate taxpayers.
-Analyze which activities of a taxpayer are subject to self-employment taxes.
Designed For: Tax professionals with small-business clients
CPE Credits: 4, Taxation
Level of Knowledge: Intermediate
Prerequisite: Working knowledge of business taxation
Acronym: TPSC
Discussion Leader: Sali L. Sheafor, CPA
