September 1, 2022 12:30pm – 4:00pm Map & Directions 602-252-4144

Webcast: Choice and Formation of Entity (12:30-4)

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

This course will arm the participant with clarity about alternatives regarding choice of entity. Recent changes to tax law have businesses making decisions about the most advantageous choice of entity and reviewing their decisions. Participants will be empowered to have more focused discussions with their clients and to offer recommendations to those clients who own businesses or are planning to do so.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

12:00pm

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Taxation
4

Objectives

  • Identify the types of business entities and the tax advantages and disadvantages of each.
  • Identify circumstances that warrant converting from S to C Corporation and gain a basic understanding of how to make the conversion.
  • Analyze tax issues related to the formation of a corporation.
  • Recognize other considerations regarding different entities and the impact on the business owner.

Course Level

Intermediate

Vendor

AICPA More With This Vendor

Designed For

Primarily managers and partners in public accounting, CFOs, controllers, and business owners.

Prerequisites

3-5 years of tax experience

Event Leaders

Peterson, David E.

Rating: 4.75


David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. Peters has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. Peters was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.

Currently, Peters is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. Peters holds four masters degrees, and is pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. Peters was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA's licensed in the Commonwealth of Virginia.


More With Peterson, David E.

Highlights

  • Types of entities.
  • Formation and elections.
  • Start-up and organization costs.
  • Advantages and disadvantages comparison.

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