Tax Strategies Every Entrepreneur Should Know
Adam Williams, JD
Co-founder, Pennywise Tax Strategies
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
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