The Tax-Life Experts
Presents

Managing Your Tax-Life Matters: Workshop for Sole Proprietors, Single-Member LLCs, and Spouses in Joint Ventures

Workshop Overview

Join us for an informative workshop tailored to Schedule C Filers. Whether you’re a sole proprietor, a single-member LLC, or part of a joint venture with your spouse, this workshop covers essential topics related to managing your business taxes effectively.

Workshop Topics:

  1. Business Entities Description:
    • Understand the different business structures, including sole proprietorships, single-member LLCs, and joint ventures.
    • Learn about the legal and tax implications of each entity type.
  2. Business Required Reporting:
    • Discover the reporting obligations specific to your business entity.
    • Stay compliant with necessary filings and documentation.
  3. Income & Expenses:
    • Explore strategies for tracking income and managing expenses.
    • Maximize deductions and minimize tax liability.
  4. Benefits of Bookkeeping:
    • Learn why maintaining accurate financial records is crucial.
    • Gain insights into effective bookkeeping practices.
  5. Profit and Loss Statement & Form Schedule C (1040):
    • Dive into the details of creating a profit and loss statement.
    • Understand how it relates to Form Schedule C (1040).
  6. Self-Employment Taxes & Estimated Payments:
    • Grasp the nuances of self-employment taxes.
    • Learn how to calculate and make estimated tax payments.
  7. Employee (W-2) vs. Contractor (1099-NEC):
    • Differentiate between employees and independent contractors.
    • Understand tax implications for both categories.
  8. How to Pay Yourself as the Owner/Member:
    • Explore methods for compensating yourself as a business owner.
    • Consider tax-efficient ways to receive income.
  9. Corporate Transparency Act – BOI Reporting:
    • Stay informed about the Corporate Transparency Act.
    • Understand the reporting requirements for beneficial ownership information.

Registration Instructions: Managing Your Tax-Life Matters Workshop

  1. Complete the Registration Form:
    • Fill out and submit the registration form by the specified deadline.
    • Ensure all required information is accurate.
  2. Payment Details:
    • Use the provided Business PayPal link to make a secure payment of $75 (non-refundable) for the session fee.
    • Payment must be submitted along with the registration form to secure your seat.

If you have any further questions or concerns, feel free to reach out via email or phone at 309-585-2520.

We look forward to meeting at one of the workshops! 

Register

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Select the business entity registration type:

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Select the training session you plan to attend. Each session fee is $75 per person and must be paid at the time of registration. Each session has a 12-seat limit, on a first come basis. Payment will be collected in person the day of the workshop.

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