Strategic Planning for Schedule C: Paycheck Protection Forgiveness, QBI, SE Health Insurance, Retirement Plans
Recording of a 110-minute CPE webinar with Q&A
This course will explore the tax issues of self-employed taxpayers. Our panel of small business experts will explain topics relative to self-employed taxpayers, including qualifying for PPP loan forgiveness, deducting office in the home, maximizing retirement plan contributions, and deducting self-employed health insurance to minimize the tax burden for these hard-working individuals.
- Sole proprietors
- PPP Loan Forgiveness and other relief
- Qualified business income
- Office in home
- Self-employed health insurance
- Retirement plans
- Self-employment tax
- When to consider LLC or S-Corporation status
The panel will review these and other critical issues:
- How to maximize retirement savings for taxpayers participating in multiple plans
- How sole proprietors meet PPP loan forgiveness requirements
- When is it better to use the square footage method for office-in-home?
- When should self-employed taxpayers consider becoming an S corporation?
Jason B. Freeman, J.D., CPA
Founder and Managing Member
Mr. Freeman is a dual-credentialed attorney-CPA, author, law professor, and trial attorney. He represents clients in... | Read More
Mr. Freeman is a dual-credentialed attorney-CPA, author, law professor, and trial attorney. He represents clients in litigation and disputes, with a particular focus on federal and state tax controversies. Mr. Freeman handles IRS audits and other investigations and represents clients facing tax and white-collar or financial-related charges. He also advises and assists clients with tax and regulatory compliance, including domestic and international tax planning and regulatory reporting requirements. He serves on the law school faculty at SMU’s Dedman School of Law, where he teaches a course in the law of federal income taxation, and he is a frequent public speaker across the country, presenting and educating on various legal topics.Close
Gregory A. Zbylut, CPA
Mr. Zbylut has 15 years of experience as a tax and business attorney and prior to law school he worked as a CPA and... | Read More
Mr. Zbylut has 15 years of experience as a tax and business attorney and prior to law school he worked as a CPA and financial analyst. Mr. Zbylut’s practice encompasses a cornucopia of tax issues, including tax planning, tax controversy, and tax compliance. His clients include entertainment professionals (including actors, musicians, composers, producers, directors, writers and others), corporate executives in a wide swath of industries (including manufacturing, real estate and entertainment), medical professionals, attorneys, and other high net worth/high profile individuals. Mr. Zbylut has also written extensively on tax, business, and entertainment issues.Close