The Business Tax Verified Training Program with CPA Adam Shay

The premier training solution for tax professionals seeking to feel comfortable and confident providing tax preparation and consulting to business tax clients. | Taught by Adam Shay, CPA, MBA
Adam Shay, CPA, MBA
Adam Shay, CPA, MBA

Adam started his tax career as a seasonal tax preparer at a Jackson-Hewitt® franchise in Wilmington, North Carolina.

Within a few months, Adam was promoted to General Manager of the franchisee's six existing offices. Adam then helped the company expand from 6 to 11 office locations over the next five years.

During his time in the "retail" segment of the tax prep business, Adam trained hundreds of tax preparers and supervised the operations of the company out of the main office, processing thousands of tax returns every year.

In January of 2010, Adam struck out to start his own business and, in March of 2010, obtained his CPA license. Adam decided to focus on serving entrepreneurs and business owners and that focus continues today.

Adam Shay CPA, PLLC has now grown to become a premier tax and accounting firm in Southeastern North Carolina, employing a team of six CPAs and four support staff and earning widespread respect in the business community with his team's proactive, results-oriented approach.

Course Curriculum

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)
More Recorded Live Training with Adam (Video Training)
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)
Recorded 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)
Another Live Training with Adam! (Video Training)
Week #9 To Do Activity
S Corporation - Exam Questions