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Instructor
David Peters
Instructor
David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Va., as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.
Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? This course explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients’ money in their pockets. Updated for the latest legislation and IRS guidance on tax reform, this course answers the tough questions and show you what strategies are best for your clients.
The entire course is designed around the idea that the needs of the small business owner change as the business moves through the business life cycle. The idea is that even though this is a tax course, taxes are only one consideration of many that must be considered when forming a new entity.
Throughout the course, we will discuss different entity types. ‘What do you need to do to form a sole proprietorship, partnerships, or other type of entity?’ You will think about the nuances of each entity structure as we address this question.
• Identify important tax considerations for the small business at each stage of its life.
*Starting a business – the tax life of a business
Basic knowledge of business taxation
Tax professionals