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Entity Selection Strategies to Kick-Start Your Advisory Practice

ENTITY SELECTION STRATEGIES TO KICK-START YOUR ADVISORY PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 8, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Choosing the right business entity is a pivotal decision for any client, and as their accountant, you play a crucial role in guiding them through this process. This webinar will explore the strategic approach to entity selection, emphasizing the importance of understanding your clients' unique goals and needs. We'll cover the key differences between business entity options and introduce RCReports, a powerful tool to help quantify the impact of these decisions. Join us to strengthen your advisory skills as you learn best practices for providing tailored, ongoing client support. Don't miss this opportunity to become a more effective partner in your clients’ business success. 

Learning Objectives:


  • List the key questions to ask clients to determine their long-term business goals

  • Identify the critical factors influencing entity selection and their implications

  • Evaluate using RCReports and other methods to quantify the impact of different entity choices on taxes, liability, and financial projections

  • Outline strategies for providing tailored recommendations and ongoing support to clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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About Our Sponsor

Rcreports
RCReports is a tool for Tax and Financial advisors to determine Reasonable Compensation for a client. RCReports provides a defensible position to an IRS challenge (for S-Corps), and is an excellent planning and valuation tool. RCReports synthesizes a proprietary blend of IRS criteria, Court Rulings, geographic data and our EXCLUSIVE database of wages to accurately assess Reasonable Compensation for S Corp, Small & Closely Held Business Owners.