Course Description:
This course will:
- Explain tax planning and accounting for common investments, including businesses, marketable securities and real estate
- Detail the reasons to run a business or invest using several legal structures that are available: proprietorship, S or C corporation, LLCs or disregarded entities
- Discourse how to protect your assets from legal claims and employee theft
- Enumerate how to reduce the number of tax returns that must be filed through the use of series LLCs and disregarded entities
- Provide suggestions on setting up record keeping and accounting systems for your investments
- Distinguish between asset and liability, and revenue and expense in your books
- Discuss topics that most often become tax, accounting or financial problems for small business owners, real estate investors and investors in the securities markets
- Help participants understand financial statements and interact with your CPA effectively, confident that your business structure is suitably established
- Guide attendees on effectively monitoring and managing tax and accounting processes
- Deliver numerous tax planning tips for small businesses, real estate investments and for other investments
The accounting fundamentals for non-accounting professionals section will introduce participants to key accounting concepts. Attendees will also learn about the need-to-maintain basis in a company, and the procedures to follow to pay salaries, distributions and dividends. They will be able to manage structuring quality financial statements for investments and ensure that an enterprise’s financials will be accepted by lenders.
If any of these questions are running through your mind, this seminar will furnish you with all the information you need on tax planning and essential accounting principles:
- Are you wondering how you can better manage your investments, including your businesses, real estate and marketable securities?
- Are you searching for better ways to make money than just having your money in the stock market?
- Are you a new or current small business owner who would like to ensure your business is organized to protect your assets and maximize your potential financial returns?
- As a non-accountant, are you unsure how your books should be kept?
- Do accounting concepts seem like a foreign language?
- Do you want to save on taxes, and make sure you are in compliance with tax laws?
- Do you want to understand what you should expect from the person that prepares your income tax returns and plans your tax strategies?
Learning Objectives:
This seminar on tax planning and accounting for investments will elaborate:
- Small business organization structure
- Asset protection and fraud prevention
- Accounting and bookkeeping fundamentals
- Charts of accounts
- Recording basic financial transactions
- Financial statement interpretation
- Small business tax compliance
- State income taxation
- Federal income taxation
- Income tax planning
- Tax aspects of real estate
- Tax rules pertaining to investment transactions
- Tax planning for high income individuals, businesses and real estate
Upon completion of the course, participants will be aware of important concepts involved in personal, investment and small business tax plans, such as: tax planning for high income individuals, computing capital gains and losses and the wash sale rule, tax provisions pertaining to investments, income and expense deferrals or acceleration, creating multiple streams of income, side streaming and up streaming income through appropriate business structures, Section 1031 exchanges, bullet proofing your real estate professional status, tax rules related to passive activities, using pension plans as an investment technique, and the impact of alternative minimum taxes.
Who will benefit:
- Tax compliance and planning personnel
- Accounting and bookkeeping personnel
- Small business finance and management personnel
- Real estate investment professionals
- Small business owners
- Spouses of small business owners
- Small business bookkeeping personnel
- Individual investors
- Owners of rental real estate
- Retired investors
- High income investors
Course Outline:
| Day One (8:30 AM – 4:30 PM) | Day Two (8:30 AM – 4:30 PM) | ||
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Registration Process: 8:30 AM – 9:00 AM Session Start Time: 9:00 AM
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Meet Your Instructor
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Bruce E. Warner, CPA Owner - Warner Financial Group, LLC and Bear Lake Tax & Accounting Bruce Warner is a licensed CPA in Utah and a certified depreciation professional. Since the inception of his small CPA firm over 20 years ago, Mr. Warner has served clients by providing accounting assistance and individual and business tax preparation and planning services. He was manager of financial reporting and manager of depreciation for Northwest Energy Company, located at the time in Salt Lake City, Utah. He worked for about 30 years in accounting and in regulatory management capacities for The Williams Companies and MidAmerican Energy Company, where he was responsible for testifying in regulatory proceedings and directing work in a wide variety of regulatory proceedings, including cost of service and rate design work in gas pipeline rate cases. His tax practice includes preparing income tax returns for individuals, S corporations, C corporations, LLCs and partnerships in a variety of industries. He advises his clients on a wide variety of tax and business topics. He graduated with a Bachelor’s degree in accounting from Brigham Young University in 1975. He became a certified public accountant in Illinois and Utah shortly thereafter. Mr. Warner completed his Master of Business Administration degree at the University of Utah in 1981. He is a member of the Society of Depreciation Professionals, and a member of the American Institute of CPA’s taxation committee and the Utah Association of CPAs. He is also certified in financial forensics by the American Institute of CPAs. |
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