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2022 Year-End Tax Strategies

2022 YEAR-END TAX STRATEGIES

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 8, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Let’s talk about year-end planning. Though there are still a few months left of 2022, it’s that time of year when many firms start thinking about year-end preparations. With supply chain issues, attrition issues, and more, businesses were dealt a tough hand this past year—and many are still experiencing it.

The proper tax strategies will play a critical role in longevity for these businesses, meaning your knowledge is more valuable than ever. As the expert in the room, you need to be up to date on legislative changes affecting clients as well as know how to advise them on what is best for their businesses.

Join Shaun Hunley of Thomson Reuters, along with Business by Design’s Paul Miller, for a session designed to provide accountants with the information they need going into year-end planning. Learn how advisory services can serve your firm and your clients better as the year begins to wrap.

Learning Objectives:


  • List relevant information to support clients’ year-end tax planning

  • Identify tax strategies to assist clients with their businesses

  • Recognize how advisory services can benefit tax firms and clients as part of year-end tax planning

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Shaun Hunley

Thomson Reuters
Executive Editor
[email protected]
(972) 250-7254

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Shaun is an author and executive editor for Checkpoint and has been with Thomson Reuters for over five years. His articles can be found in PPC’s Practitioners Tax Action Bulletins and Quickfinder’s Tax Tips Newsletter.

Before joining Thomson Reuters, Shaun spent over ten years with national accounting firms. Early in his career, Shaun led research and development tax incentive studies for Fortune 500 companies. Following this, he specialized in tax due diligence, corporate restructurings, and international tax compliance and planning. Shaun also has extensive experience in advising small businesses and closely held companies on various tax matters.

Shaun received a J.D. from Texas Tech University School of Law and an LL.M. in Taxation from New York University School of Law. In 2018, he was named a “tax expert to watch” by Accounting Today.

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Businessbydesign

For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset.

When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization, and overall business coaching difficult to find. After founding Business by Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.

Today, Paul has developed a firm that provides high-margin business coaching, tax planning, and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm, and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance, or equity-building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client-fee pressure situations many accounting firms find themselves in today.

The firm employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegal, and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on the progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.