Avoid the stress and complications down the road with effective tax planning and record organization techniques.
Have you found yourself at tax time not knowing what you will owe? Have you been called for an audit by the IRS and do not know where to start with finding documentation? Is budgeting for your business difficult because financial statements and reports are hard to pull together? If you answered yes to either of these questions, then this topic is a must. This topic will help you re-think your recordkeeping systems in order to meet the demands of business planning and the requirements of the Internal Revenue Service. Get out from under the stress of bad records and poor planning.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Organizing Your Business
- Perspective Analyses: Type of Organization
- Tax Requirements: Income Tax Self-Employment, Employment Tax and Excise Tax
- Shareholder/Stakeholder Interests
Planning vs. Forecasting
- Similarities
- Differences
- Uses and Access to Information
How to Maintain Records
- Automated
- Manual
- Workflow and Record Accountability
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 28, 2016.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
DeBorah L. Giles, E.A., ATP, ABA, MBA
Giles and Associates
- Founder and operating officer of Giles and Associates, a Tax Accounting firm, operating for more than twenty years
- Giles and Associates tax planning and preparation as well as problem resolution for individuals and sole proprietors as well as small corporations, partnerships, and non-profit organizations
- To educate on a large scale she writes a bi-annual newsletter targeted to assist clients in tax planning
- Has also presented tax update seminars sponsored by local community organizations and has written tax articles for local newspapers: The Black Suburban Journal and the University City Review, in the Philadelphia vicinity
- From one article written in the University City Review, a Philadelphia community newspaper, she was asked to discuss the new tax laws for that year on the local 4:00 CBS News program
- Longstanding member of both the National Society of Accountants (NSA) and the National Association of Tax Professionals (NATP)
- She is an Enrolled Agent licensed to practice before the Internal Revenue Service and holds current certifications of an Accredited Tax Preparer and an Accredited Business Accountant
- M.B.A. degree in Finance, University of Pittsburgh Katz Graduate School of Business Management; B.S. degree, University of Pennsylvania- the Wharton School of Business
- Can be contacted at 215-386-2026
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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