Stop guessing your structure—learn how to balance tax savings, liability protection, and administrative costs for your business.
One of the first things that you need to do when you start a business is pick out an entity type. However, the type of entity that you choose can have a significant impact on your tax situation. Self-employment taxes, the QBI deduction, and other factors need to be considered.
In this course, we will explore the basic tax implications of choosing various entity types. We will discuss the differences between flow-through and standalone entity types, including both tax and practical considerations – all so you can make the best decision possible for your business!
Who Should Attend:
Small business owners and bookkeepers who want to better understand how the choice of entity affects tax issues and tax strategy
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
