Course

The 6 Steps of Simplified Tax Planning for SMBs

Free

1 CPE Hour

Virtual

Basic

Upcoming Sessions

Thurs, July 18 Register here

Now that tax season is over, it’s time to transition all of your completed SMB (small-to-medium business) tax preparation engagements into new, higher revenue tax planning ones. Dawn Brolin, CPA, CFE, and The Designated Motivator for Accounting Professionals will show you how in six simple steps!
In this session, Dawn will walk you through the simplified tax planning process she uses for her Schedule-C and S-Corp clients including how she leverages entity planning as the natural starting point for every conversation and why reasonable compensation calculations are essential, and how they can be revenue-generators for your firm.
In addition you will learn how to: 
  • Identify six simple and easy-to-follow steps to help you provide effective tax planning for your clients.
  • Understand the entity planning tools and reasonable compensation calculations you need to support your Schedule C and S-Corp clients.
  •  Use tax planning strategies for both new and existing clients.
  • Add a new revenue stream serving S-Corp and small business clients, who must calculate a salary to pay themselves.
  • Expand tax planning for SMBs into potential new advisory engagements.
Attend this webinar to see first-hand from a fellow practitioner how to  simplify the tax planning process for your SMB clients so you can help them reduce their tax obligations while providing more value and increasing your firm’s revenue potential.
NASBA Details

Cost: Complimentary

CE Credits: 1.0

Subject Area: Taxes

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

About the Instructor

Dawn Brolin, CPA, CFE

Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of  Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn’s podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.

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