Small Business Workshop

Sole Proprietorship
Partnership, Limited Liability Partnership (LLP)
S-Corporation (S-Corp)
C-Corporation
Limited Liability Company Tax Treatment

Worker Classification

Employee
Non-employee
Statutory Employee
Independent Contractor Tax Treatment

Estate Tax Planning & Taxation (*)

Foreign Persons & Its Tax Treatment

FBAR & Tax Reporting Requirements

Real Property & It’s Taxation

Personal Income Tax Updates

Qualified Domestic Trust (QDOT) & Its Taxation (*)

Nonprofit Classification & Taxation

Elements of a Business Plan (*)

Retirement Plans & Its Tax Impact

Wills, Pour-Over-Will
Living Will , Advanced Directive
Trust
Power of Attorney, Financial & Health Care, End-of Life Plan Tax Treatment & Filing Requirements

Foreign persons
U.S. persons
Alien status
Tax treatment and filing requirements

Foreign Bank and Financial Accounts Tax Reporting and Filing Requirements

Real Property Type of Real Property Vacation Home Sale of Personal Residence Taxation

Personal Income Tax Updates

QDOT Grantor Beneficiary Tax Treatment and Filing Requirements

Charitable Organization Tax Exempt Organization Fringe Benefits Compensation of Workers Tax Filing Requirements

Business entities Executive Summary Organization Summary Services Market Analysis Summary Strategy & Implementation Summary Management Summary Financial Plan Taxation

SEP IRA, Simple, Qualified Plans Medical Savings Accounts Taxation