Surgent's Top Business Tax Planning Strategies

Overview

Business tax changes that come from legislation, IRS pronouncements of various kinds, and court cases. This program analyzes the new opportunities that these tax changes offer to businesses and their owners.

Highlights

• Electronic filing requirements for information returns
• Form 1099 E-File Portal
• Prevailing wage and registered apprenticeship requirements
• Monetizing energy credits
• Amortization of research and experimental expenditures
• New rules impacting required minimum distributions
• Contributions to Roth “catch-up” plans
• Compliance issues regarding the Employee Retention Tax Credit
• Preparing for the implementation of the Corporate Transparency Act
• Section 179 and bonus depreciation

Prerequisites

A basic understanding of the tax rules relating to individual income tax

Designed For

Tax practitioners who anticipate advising business clients regarding strategies to reduce or eliminate federal income taxation

Objectives

Advise business owner clients on adopting tax planning strategies that would reduce their tax liability 

Preparation

None