Login to Lawline





Don't have an account?
Sign Up

Need help?
Call us at 877-518-0660

About this Program

As an accountant, one of your duties is to advise your clients to avoid making improper financial decisions. Join Accountant Guy McPhail as he discusses the 10 most expensive mistakes business owners make and how you should advise them. Mr. McPhail begins by discussing basic tips such as the advantages of planning, auditing correctly, and choosing the correct business formation. Next, he discusses certain techniques to save money such as utilizing family members as employees and maximizing your medical benefits. Finally, Mr. McPhail concludes by demonstrating how you can maximize your client’s savings through home offices and company cars.

Learning Objectives:

I. Recognize the differences in retirement plans
II. Understand tax breaks on cars and trucks
III. Define a tax coaching service
IV. Describe the benefits of family employment
V. Evaluate effective medical benefit options

 
Instructional Method: Self-Study
Review Date: 9/30/2013
 
Required Components: Video and Written Materials 
Quiz Required Passage Grade: 70%  
Please Note: This course must be completed within 1 year of date of receipt of this course.
 

Reviews

Eileen
Redmond, WA

It's a dry subject area, but I like doing it as an hour CLE. The instructor was incredibly knowledgeable and understandable.

Anthony
Rensselaer, NY

Overall very good course for time spent. Good tips for year around tax service - Thanks

Mary
Hicksville, NY

Excellent course!

Karen
White Plains, NY

very good.

Marie
Mountlake Terrace, WA

very good speaker - especially considering the topic!

Barbara
Ponte Vedra Beach, FL

relatively good

Edward
New York, NY

informative

Jodee
Clifton, AL

Thought of some items from a different perspective because of this seminar.

Dong
Beijing, WA

It is useful and clear.

Susan
Deer Park, NY

excellent

Jenna
Astoria, NY

Excellent - helpful for both assisting clients and running your own practice/business.

Nancy
Lynn Haven, FL

Excellent course!

Mauro
Daly City, CA

Thank you!

Adam
Gaithersburg, MD

Best course I have taken so far -- informative and clear.

Ricky
Medina, OH

Informative course

Shon
Layton, UT

Great presentation!

Douglas
Washington, DC

Great!

Charles J.
Rome, NY

Great presentation

Neil
Stamford, CT

Excellent, appropriate

Galen
Green Valley, AZ

good content

Steve
Bronx, NY

Bar none one of the best CLEs I've ever listened to.

Darla
Hobe Sound, FL

Lots of good information. Thanks.

Cathy
Redmond, WA

Valuable information that was well presented.

Jennifer
Malta, NY

Excellent tips for us small business owners. Thanks Guy

Rating

Presenters

Production Date

July 26, 2012

Advanced Prep

None

Credits

CPE
2 Taxation
Certified Financial Planner
2 General
Enrolled Agent
1 General
New Jersey
1 General
New York
1 Skills