Webcast: Surgent's Business Law for Small Business Owners

Overview

One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.

Highlights

Contract principles
Legal issues related to various types of business organizations
Worker classification
Employee rights and the duties of employers
Real property law

Prerequisites

None

Designed For

All practitioners and controllers who want a better understanding of how the law can impact their practice and their clients

Objectives

Identify the most common legal issues arising in the business context
Recognize the role that accountants can play in identifying and resolving legal problems
Identify compliance aspects of different entity types

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

David Peters, CPA, CFP, CLU, CPCU, MST, Surgent McCoy CPE, LLC

Leader Bios

David Peters, CPA, CFP, CLU, CPCU, MST, Surgent McCoy CPE, LLC

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. He has over fifteen years of financial services experience, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for Business & Industry topics for the SC Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Master’s degrees and is currently pursuing his Ph.D. in Financial Planning. He regularly contributes to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.

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