Archive for Free Tax Webinar

ALMOST HERE – Free Webinar: Avoid These Four Costly Tax Planning Mistakes

Almost Here – Free Webinar: Avoid These Four Costly Tax Planning Mistakes

This coming Thursday, on May 16th at Noon CDT, please join Tax Forum for a complimentary Webinar:

Avoiding Costly Mistakes: Four Essential Tax Concepts for the Business Attorney or CPA

Even smaller matters might have big traps and significant tax implications – leading to unexpected tax liabilities for your clients and potential malpractice claims for the professionals.

During this one-hour webinar, the Tax Forum team of Chuck Levun, Michael Cohen and Scott Miller will provide a top-level look at …

  • Converting an existing S corporation to an LLC on a tax-free basis to obtain “charging order” protection
  • Simple business structuring to circumvent the $10k deduction limitation for the portion of state and local income taxes attributable to partnership/LLC and S corporation income
  • How not to cause your client to be one of the estimated 500k+ LLCs that incorrectly thought it was going to be taxed as an S corporation but, because of certain language contained in its operating agreement, is not an S corporation
  • Personal goodwill and the C corporation business sale – identifying situations in which double tax can be avoided

Any one of these could make the difference between you being a hero or creating a significant problem for your clients.

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Written by | Posted in Free Tax Webinar • Partnerships • Pass-Through • Pass-Through Entities • Tax Forum

Webinar: Introduction To R&D & Form 6765

Webinar: Introduction To R&D & Form 6765
About
This course introduces attendees to the Research & Development Tax Credit under IRC § 41. Attendees will learn the history and evolution of the R&D Tax Credit since its inception in 1981. Attendees will further learn how to identify qualifying activities under the Four-Part Test as well as the types of qualified research expenses. Examples of developmental life cycles and case studies will be presented. Calculation methodologies will be presented for both income tax and payroll tax claims. The impact of IRC § 174 as well as proposed changes to the Form 6765 will be covered.
Date
Wednesday, May 8, 2024 · 8:00 a.m. Pacific Time (US & Canada) (GMT -7:00) 
Presenters
Jim Foster, J.D.
Director of Tax Controversy
Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has worked in tax incentives such as the R&D tax credit, disaster relief credits, the Employee Retention Credit, and most recently § 174. Jim has been practicing in the general area of taxation and tax law for over fifteen years. In that time, he has produced numerous successful tax credit cases for his corporate clients. Further, he has had successful tax audits that range from IRS audits and appeals to state-level tax audits. Prior to joining Source Advisors, Jim worked at two national consulting firms. While in law school, Jim worked at a public accounting office where he helped the firm advance in and maintain double-digit growth. Jim received his Bachelor of Science in Political Science from Texas A&M University and his Juris Doctorate from South Texas College of Law Houston. He is a licensed attorney in the State of Texas.

 

Jordan Fazio

Senior Director, Detroit
Jordan joined Source Advisors in 2015 and is a Senior Director of R&D Tax Credit Consulting. His primary responsibilities include providing consulting to CPAs and taxpayers looking for guidance on R&D tax credits and managing R&D tax credit projects. His experience prior to Source Advisors includes eight years of market risk management, software development, and operations in OTC derivative markets. Jordan holds a Bachelor of Business Administration degree with a double major in Accounting and Finance from Grand Valley State University.

 

If you would like an introduction to Eric Larson, Jim Foster or Jim Foster, please make your request at this link:
Written by | Posted in Free Tax Webinar • Free Webinar • R&D & Form 6765 • Research And Development Tax Credit

Want To Gain Expert Knowledge And Skills Converting An Existing S Corp To An LLC? Complimentary Webinar

Want To Gain Expert Knowledge And Skills Converting An Existing S Corp To An LLC? Complimentary Webinar

On Thursday, May 16th 2024, three leading experts are inviting you to a free webinar to learn cutting edge strategies on:

  • Converting an existing S corporation to an LLC on a tax-free basis to obtain “charging order” protection.
  • Simple business structuring to circumvent the $10k deduction limitation for the portion of state and local income taxes attributable to partnership/LLC and S corporation income.
  • How not to cause your client to be one of the estimated 500k+ LLCs that incorrectly thought it was going to be taxed as an S corporation but, because of certain language contained in its operating agreement, is not an S corporation.
  • Personal goodwill and the C corporation business sale – identifying situations in which double tax can be avoided.

Any one of these strategies could make the difference between you being a hero or creating a significant problem for your clients.

Please Register Here For This Complimentary Presentation filled with valuable information that will surely help your tax clients.

Read the blog previously posted about this amazing yet free learning opportunity from leading partnership experts.

 

Written by | Posted in Complimentary Webinar • Converting As S Corp To LLC • Free Tax Webinar