Vermont Society of Certified Public Accountants
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Courses

Practical Planning Boot Camp: S Corporations and LLCs

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Member Price: $315.00 Price reflects early registration savings of -$50.00, good until 10/19/19
Non-Member Price: $515.00 Price reflects early registration savings of -$50.00, good until 10/19/19

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Date/Time:
Nov 19, 2019, 8:30am–4:30pm
Venue:
Capitol Plaza Hotel (Montpelier, VT 05602)
100 State St.
Montpelier, VT 05602
Developer:
Surgent McCoy CPE, LLC
CPE Credits:
Taxes: 8.00
Instructors
Martin Satinksy (3354)
Martin J. Satinsky, CPA, J.D., LL.M., AEP, Distinguished

Martin J. Satinsky has been providing tax and financial planning services to individuals and businesses for over 40 years. He has co-authored seven books on income and estate taxes and personal financial planning, including the popular “Tools and Techniques of Financial Planning.” He has conducted numerous seminars on tax, estate planning, and financial planning topics, including many presentations on life insurance issues.
Mr. Satinsky has worked with regional and international accounting firms, including seven years as a tax partner with Coopers & Lybrand. He was a partner in the accounting firm of Smart and Associates, LLP, specializing in tax consulting for high net worth individuals and closely-held businesses. As director of professional development, he was also responsible for the firm’s training and continuing professional education (CPE) program through Smart University. He was also a founding shareholder of Second Opinion Financial Services, Inc. (SOFS), a company with a focus on educating professionals on the use and mechanics of life insurance.
In 2006 Mr. Satinsky was honored by the National Association of Estate Planners and Councils (NAEPC) as a Distinguished Estate Planner.
Mr. Satinsky is a graduate of the Pennsylvania State University and the Law School of the University of Pennsylvania. He received his Master of Law degree in Taxation from Temple University Law School.
Business clients seek practical solutions to their tax issues, and this course provides advisors with effective tax planning strategies for the closely held business. Include in your advisory attaché case ammunition which will assist businesses in dealing with employee-related issues, depreciation, related parties, buy-sell agreements, fringe benefits, and so on. Providing sound advice will be a money maker both for clients and your firm.

Objective

  • Understand what strategies and techniques are most appropriate for businesses in dealing with employee-related issues    
  • Detailed discussion of some of the finer points regarding a multitude of topics which business and tax planners utilize to assist and advise clients

 

Highlights

  • Current year standards, baselines, and general business issues, including recently passed legislation    
  • Lower tax rates; the cost of operating as a C corporation has gone down    
  • The Qualified Business Income deduction: Will this offset lower C corporation rates?    
  • Personal Service Corporation planning is reversed, the disincentive of a higher tax rate is gone, yet the incentive of cash basis remains    
  • Are your clients taking full advantage? The broad inventory of fringe benefit possibilities    
  • What happened to the DOL “Overtime Rule”?    
  • Grammar police and the $5 million comma    
  • Strong passwords and advanced mathematics    
  • Medical benefits: Long-term care, HSAs, cafeteria plans, COBRA compliance, disability    
  • Planning an auto purchase? Comparing vehicle depreciation over the first four years    
  • Maximizing retirement benefits    
  • Pension plans -- Are they now more valuable, and what are the best options? Are 401(k) plans not as good, and could defined benefit plans make a comeback?    
  • The Light Brigade failed due to poor instructions, let us follow the right path in basis calculations    
  • Hiring family members: Several benefits in addition to income splitting and shifting     
  • Utilizing buy-sell agreements    
  • Employing life insurance in business    
  • Related-party transactions: Making them work    
  • Shortening of depreciation schedules due to tax friendly safe-harbors

 

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who are responsible for tax planning for their clients and/or companies.
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