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The 6 Steps of Simplified Tax Planning for SMBs

May 31, 2023 @ 11:00 am

Now that tax season is over, it’s time to transition all of your completed SMB (small-to-medium business) tax preparation engagements into new, higher revenue tax planning ones. Dawn Brolin, CPA, CFE, and the designated motivator for accounting professionals will show you how in six simple steps!

In this session, Dawn will walk you through the simplified tax planning process she uses for her Schedule-C and S-Corp clients including how she leverages entity planning as the natural starting point for every conversation and why reasonable compensation calculations are essential, and how they can be revenue-generators for your firm.

Learning Objectives:

    • Identify six simple and easy-to-follow steps to help you provide effective tax planning for your clients
    • Evaluate and understand the entity planning tools and reasonable compensation calculations you need to support your Schedule C and S-Corp clients
    • Outline tax planning strategies for both new and existing clients
    • Give examples of how to add a new revenue stream serving S-Corp and small business clients, who must calculate a salary to pay themselves
    • Determine how you will expand tax planning for SMBs into potential new advisory engagements

Learn me about this webinar here: https://rcreports.cpaacademy.org/webinars/a0D2S00000xTCtiUAG


May 31, 2023
11:00 am


RC Reports Online Webinar
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