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Tax Strategies Every Entrepreneur Should Know

Adam Williams, JD Co-founder, Pennywise Tax Strategies

Discover how business owners can legally reduce their tax bill using strategic, IRS-compliant planning. This session breaks down entity structure, compensation and deduction strategies that transform tax planning into profit planning.

Objectives

Upon completion of this session, you will be able to:

  • Identify key differences between tax preparation and proactive tax strategy
  • Understand how entity structure and owner compensation impact tax liability
  • Recognize overlooked deductions and planning opportunities available under current tax law
  • Apply a framework for evaluating when clients need tax strategy beyond compliance

CPE

Governing body CPE credits Designation Field of study
IRS 1 AFSP Federal Tax Law Topic
IRS 1 EA Federal Tax Law Topic
NASBA 1 CPA Taxes
CTEC 1 CRTP Federal Tax Law Topic
CFP Board 1 CFP® N/A

Details

Duration: 50 minutes
Course level: Intermediate
Prerequisite: Basic understanding of federal income taxation
Advanced preparation: None
Delivery method: Group Live

Don’t miss out on rock-solid learning!