Robert W. Jamison, CPA, Ph.D.

Webcast - 1 Credits - Taxes

This course was filmed live at the 2023 New Money Summit.

The S corporation continues to be the most popular tax form for business entities in the U.S. However, this tax status has several traps for the unwary. Tax professionals need to anticipate situations which might be troublesome for S corporation and shareholder clients. There are special problems in which an unincorporated entity, such as a limited liability company, elects to be an S corporation for tax purposes. In 2022 the IRS issued a streamlined procedure whereby certain of these entities can correct provisions in their operating agreements which might cause these associations to be in violation of Subchapter S rules.

This program explains the areas of exposure for S corporations in eligibility for pass-through entity  status, and explains some audit issues that might subject an S corporation and its shareholders to adjustments and penalties. The session also explains important rules for correcting faults in an S corporation’s operation and ownership.

Brian Streig, CPA

Webcast - 1 Credits - Taxes

This course was recorded live at the 2023 New Money Summit.

Learn how to guide insurance companies through the complexities of IRS regulations.

Steven G. Siegel, JD, LLM

Webcast - 1 Credits - Taxes

This course was filmed live at the 2023 New Money Summit.

Join us as we address the important and hot topics for tax and estate planning in 2024. This course covers the latest tax proposals and planning opportunities. Will there be any new tax laws enacted in 2024? The sunset of the 2017 Tax Cuts and Jobs Act is getting closer – what planning can and should be done? What opportunities exist to guard against higher income and estate tax rates in the future? Have the SECURE Acts lead to tax planning changes?  We will discuss concerns and recommend planning techniques for all clients.

Lily Tran, EA, CTC, Fred Stein, CPA, EA, Jessica L. Smith, EA, Jamie O’Kane, CPA, CTC

Webcast - 1 Credits - Taxes

This course was recorded live at the 2023 New Money Summit.

From common misconceptions about deductions to debunking false claims about tax loopholes, this CPE webinar course will unravel the truth behind the viral tax rumors.

Logan Graf, CPA

Webcast - 1 Credits - Business Management & Organization

This course was filmed live at the 2023 New Money Summit.

Get an inside look on how Logan Graf, CPA—host of the popular @TaxTeleGraf Youtube channel—manages his new client intake process by utilizing automation so you can add more productivity to your day. Get the why and the how you should protect your time while still getting clients that align with your own business goals and expertise.

Jason Staats, CPA

Webcast - 1 Credits - Business Management & Organization

This course was recorded live at the 2023 New Money Summit.

Jason Staats will be discussing his success in business, the power of social media, and finding new opportunities alongside accounting. We’ll explore his previous life as an accounting firm owner, the power he has found in online communities, and the business of influence in small accounting firms.