Small Business Advisor - Core Concepts

Instructor: Regina Brown, CPA

Format

Course - Online

Level

Basic

Duration

The core of being there for your clients

This course covers relevant topics such as entity and business owner planning considerations, cash flow and estate planning techniques, and recent tax provisions most beneficial in the current environment.

Learning outcomes

Analyze important entity considerations in the current environment.
Compare the differences in the definition of basis and associated tax implications for various types of entities.
Identify tax planning opportunities based on selected entity.
Differentiate business owner compensation types based on the entity selected.
Analyze reasonable compensation rules for C corporations and S corporations.
Identify valuation discount opportunities in the current environment.
Apply succession planning techniques.
Distinguish different types of loans available to businesses to ensure business continuity.
Identify certain tax provisions that may be used to generate quick cash.
Determine bank, lease, and vendor renegotiating opportunities in the current environment.
Use market’s low interest rates to take advantage of refinance and investment openings.

£129.00 (CIMA members only)

£149.00

VAT calculated on checkout

Product information

Overview

Be the expert on small business core concepts

This course is part of the Small Business Adviser program course – earn a badge when you complete both courses.

The knowledge presented here is designed to assist current CPAs who are working with small- to mid-tier business clients in making themselves invaluable beyond tax and accounting related matters - helping them become overall business advisers to their clients in these challenging times.

Through this course, you will gain invaluable knowledge to create a well-rounded understanding of many major client concerns and propel you to become an overall business adviser for your clients.

Along with a general discussion of important topics, this course is littered with signposts that will point you in the direction of further research and ultimately make you even more valuable to both new and existing clients.

Key Topics:

Cashflow planning
Estate planning
Entity considerations
Business owner considerations
Recent tax provisions

Who should take this course?

CPAs in private practice
Tax professionals
Other qualified professionals
Sole practitioners
Small business owners

Professional development

This Course - Online offers 4 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study:	Business Management & Organization
Prerequisites:	None
Programme level:	Basic
Duration:	4h
Format:	Course - Online
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£129.00 (CIMA members only)

£149.00

VAT calculated on checkout

Instructor

Regina Brown, CPA
Regina Brown, CPA, has more than 25 years of experience providing tax planning and compliance services. Her specializations include real estate and international tax transactions as well as estate and trust planning and compliance.

Regina is a member of both the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA). She has served as a returning speaker for the California Society of CPAs and currently owns her own practice in Los Angeles, California.

Accessibility

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The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.