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S Corp Reality Check
- Instructor
- Jeremy Wells, EA, CPA
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Critical red flags that should make every tax professional pause before recommending an S corporation election. We're seeing a dangerous trend where the "cottage industry" built around S corporations is leading to poor advice and unexpected consequences for business owners.
Details
Fringe Benefits & Accountable Plans
- Instructor
- Jeremy Wells, EA, CPA
- Duration
- 50 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
An overview of the tax treatment of fringe benefits, with an emphasis on business owners. Covers common fringe benefits, especially health insurance and health expense reimbursement, and how to establish and maintain a proper tax-free accountable reimbursement plan for employees and owners.
Details
Business Vehicles & Depreciation
- Instructor
- Jeremy Wells, EA, CPA
- Duration
- 50 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
An overview of the tax treatment of placing a vehicle into service in a business, including first-year depreciation, credits for clean vehicles, mixed personal and business use, the standard mileage rate, and disposition.
Details
Business Record-Keeping for Tax Professionals
- Instructor
- Jeremy Wells, EA, CPA
- Duration
- 40 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
An overview of business record-keeping requirements to ensure accurate tax return reporting and proper substantiation of income and expenses. The extended version includes a discussion of opportunities for tax professionals to provide additional chargeable services besides bookkeeping to help business owners maintain accurate books and records.
Details
AI & Information Security for Tax Firms
- Instructor
- Jeremy Wells, EA, CPA
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
An overview of information security standards and protocols for tax firms. Includes a breakdown of the FTC Safeguards and mandatory WISP components, along with a discussion of best practices for password management, digital file storage, and sharing information with taxpayers and third parties.
Details
State topics: Latest developments with the State of Utah
- Instructor
- Steve Carlow, State of Utah
- Duration
- 40 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Presented by the UTSC.
Details
CPE sponsor disclosure
The CPE associated with this education is provided by the Utah NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: HMZJS
See our CPE sponsor page for more information on reporting.