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Course curriculum

  • 01

    Early Access Materials

    • How to Use this Training Program--***PLEASE READ!***

    • Crypto Currency Tax Preparation & Training Program - Sneak Preview

    • Tax Reform Presentation Slides

    • Tax Reform 10 Minute Explainer Video for Small Biz Owners

    • Tax Reform Changes - Comprehension Quiz

  • 02

    Schedule C Mastery

    • Schedule C Mastery: Who You're Serving (PDF)

    • Week #1: Side Business Mastery: Adam Live Training (Video)

    • Week #1: To Do Activity

    • Week #1: Reporting Weekly Activity

    • Schedule C Mastery: Tools & Resources

    • Schedule C Mastery: The Mechanics (PDF)

    • Week #2: QBI Deduction & Audit Red Flags: Adam Live Training (Video)

    • Week #2: To Do Activity

    • Week #2: Reporting Weekly Activity

    • How to Automate Business Owner Reminders (Video)

    • Tax Savings from Starting a New Business (Video)

    • S Corp Election Tax Savings Example (Video)

    • Timing the S Corp Election (Video)

    • How to Sell Tax Planning as Separate Service (Video)

    • Adam Shay Solo, Succinct Training Sessions (Video)

    • Week #3: Schedule C Savings Strategy and Windfall Tax Planning: Andy Live Training (Video)

    • Week #3: To Do Activity (with Reporting Built-In!)

  • 03

    C Corporations

    • C Corporations: Who You're Serving (PDF Textbook)

    • C Corporations: The Big Picture (PDF Textbook)

    • Types of Companies that Use C Corp Structure (Video Training)

    • The Big Problem with S Corporations (Video Training)

    • Ways for C Corporations to Avoid Double Taxation (Video Training)

    • Tax Planning Example: $200K Savings (Video Training)

    • What a Virtual CFO Is and Does (Video Training)

    • What is a B Corporation? (Video Training)

    • C Corporations: Tools & Resources

    • Week #4: C Corporation Advantages & Considerations: Andy Live Training (Video)

    • Week #4: To Do Activity

    • Week #4: Reporting Weekly Activity

    • C Corporations: The Mechanics (PDF Textbook)

    • Adam's Balance Sheet and Schedule M Training (Video Training)

    • Dealing with BS: Balance Sheet Issues (Video Training)

    • Week #5: C Corporations: Let's Do These!

    • Top 3 Marketing Methods to Acquire C Corporation Clients (Video Training)

    • Week #5 To Do Activity: Andy Needs Help

    • C Corporations: Problems to Avoid (PDF Textbook)

    • C Corporations: Points of Value

    • Adam Shay CPA's Intake Process (Video Training)

    • Apocalypse Market Forces (Video Training)

    • Service Business Restructuring for QBI (Should I Switch to a C Corporation?) (Video Training)

    • Why Investors Prefer C Corps (Video Training)

    • Form 1125-A Walk Through (Video Training)

    • Strategic Depreciation Deduction (Video Training)

    • Adjusting Journal Entries (Video Training)

    • C Corp Practice Tax Return (Video Training)

    • Week #6 Live Training with Adam (Video Training)

    • Week #6 To Do Activity: Do this Tax Return

  • 04

    S Corporations

    • S Corporations: Who You're Serving (PDF Textbook)

    • S Corporations: The Big Picture (PDF Textbook)

    • Segmenting Your Database for Business Opportunities (Video Training)

    • Top 3 Marketing Methods to Acquire Schedule C / Small S Corp Clients (Video Training)

    • "How Much Do You Charge?" (Video Training)

    • S Corporation Tax Savings Example (Video Training)

    • How To Identify Profitable Clients (Video Training)

    • Week #7 Live Training with Adam (Video Training)

    • S Corporations: Week #7 To Do Activity

    • S Corporations: Tools & Resources

    • S Corporations: The Mechanics (PDF Textbook)

    • Home Office Deduction for Corporation (Video Training)

    • Timing the S Corporation Election (Video Training)

    • Late S Corporation Election (Video Training)

    • Where to Put Distributions on Form 1120S (Video Training)

    • QuickBooks Handling of Retained Earnings (Video Training)

    • Estimated Tax Payments for S Corporation Shareholders (Video Training)

    • Week #8: Live Training with Adam (Video Training)

    • Week #8 To Do Activity

    • S Corporation Salary When Uneven Cash Flow (Video Training)

    • S Corporation Election Tips & Tricks (Video Training)

    • Network = Net Worth (Video Training)

    • Team Building 101 (Video Training)

    • Impact of Unexpected K-1 (Video Training)

    • Pass-Through Entity Loss Limitations (Video Training)

    • Prior Year Adjustment on Form 1120S Schedule M-2 (Video Training)

    • Tax Tips for Companies with $250K or More Net Profit (Video Training)

    • S Corporation IRS Red Flags (Video Training)

    • Dangers of Setting S Corporation Salary Too Low (Video Training)

    • S Corporation Practice Tax Return (PDF Source Documents)

    • S Corporation Practice Tax Return (Video Training)

    • S Corporations: Problems to Avoid (PDF)

    • S Corporations: Points of Value (PDF Textbook)

    • Week #9: Live Training with Adam (Video Training)

    • Week #9 To Do Activity

  • 05

    LLCs

    • LLCs: Who You're Serving (PDF Textbook)

    • LLCs: The Big Picture (PDF Textbook)

    • Rise of the Side Business (Video Training)

    • How to Provide Consultation for New Business (Video Training)

    • Search for New Businesses on Secretary of State Website (Video Training)

    • Tax Savings from Starting New Business (Video Training)

    • Which Tax Form Does LLC File (Video Training)

    • Week #10: Live Training: LLC as Partnership Walk-Through

    • LLCs: Tools & Resources

    • LLCs: Week #10 To Do Activity

    • LLCs: The Mechanics (PDF Textbook)

    • When and Why to Move LLC to S Corp (Video Training)

    • Unreimbursed Partnership Expenses (UPE) (Video Training)

    • LLC Practice Tax Return Source Documents

    • LLC Practice Tax Return (Video Training)

    • Week #11: Live Training: Real Estate and LLCs

    • Week #11: To Do Activity

    • LLCs: Problems to Avoid (PDF Textbook)

    • LLCs: Points of Value (PDF Textbook)

    • LLC: Problems to Avoid (Audio Training)

    • LLCs: Points of Value (Audio Training)

    • Loss Limitations for Pass Through Entities (Video Training)

    • Retirement Plan Options for Biz Owners (Video Training)

    • Week #12: Live Training: Partnership Basis

    • Week #12: To Do Activity

  • 06

    Next Steps

    • Next Steps: Putting Your Training to Work

    • Need Your Feedback!

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