Exploring Client Advisory Services - New Business Compliance & Working with a Tax Preparer
Available Until
Self-study
2.00 Credits
Member Price $79.00
Non-Member Price $99.00
Overview
When you are first getting started with a new business, the amount of compliance paperwork can be overwhelming! You want to do things right - but what does that mean? In this segment of the Exploring Client Advisory Services Series, we will talk about some basics for getting setup in a new state. We will talk about basic payroll reports to be filed, state registrations, and when we need to withhold for our employees. What about estimated taxes? We have you covered there too. We will talk about who needs to file estimated taxes and how to save a few bucks when working with your tax practitioner. This is a fantastic course if you are new business owner just trying to figure out where to begin!
Highlights
- Basics of establishing a new business entity
- Estimated Taxes
- Withholding & Unemployment
- Basics of 1099s
- What to give your tax preparer
Prerequisites
None
Designed For
Small business owners, CPAs, and financial advisors who want to understand the basics of how to get an entity set up.
Objectives
- Recognize when a business may need to file a state registration or trade name.
- Identify basic payroll tax reports that need to be filed.
- Recognize when estimated taxes need to be made
- Identify the basic documents that a new business owner needs to give a tax preparer
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor and will not be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
- YouTube: www.youtube.com/@DavidPetersFinancial
- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $99.00
Member Price $79.00