Vermont Society of Certified Public Accountants
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Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (REXE)

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Member Price: $109.00
Non-Member Price: $189.00

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Date/Time:
Dec 10, 2025, 10:50am–12:30pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:
Taxes: 2.00
Fields of Study:
Taxes
Level:
Intermediate
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.

Objective

Determine when avoiding earned income/SE income works favorably for the client Understand how hiring a spouse and/or child helps reduce self-employment tax Differentiate between income treated as self- employment income and income that is not self-employment income

Highlights

Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income

Designed For

Tax practitioners who advise clients with regard to their self-employment tax liability

Prerequisite

Basic knowledge of individual income tax

Advanced Preparation

None
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