Core Principles in Entity Selection (Course and eBook)

Inside This Course:

Core Principles in Entity Selection is an exploration of one of the most consequential decisions in tax planning: choosing the right entity structure. This course guides you through the strategic decision-making process for selecting among sole proprietorships, partnerships, corporations, and LLCs, with a clear-eyed look at what each structure actually offers a client and what it costs them.

You’ll build a comprehensive understanding of the advantages and disadvantages tied to each entity type, from tax efficiency and liability protection to the administrative complexity and compliance burden that come with them. 

You’ll learn to recognize the signals that tell you when a business should pivot its entity structure to capture better tax benefits or operational efficiency, and you’ll work through strategies for structuring compensation, including equity incentives and deferred compensation plans. Through practical examples and real-world scenarios, this course equips you with the expertise to navigate entity selection with confidence and precision.

By the end of this course, you’ll know the legal structures, governance requirements, and tax implications of sole proprietorships, partnerships, C corporations, S corporations, and LLCs; be able to weigh tax efficiency and liability protection against administrative complexity and compliance burden for each; and be equipped to recommend the right structure based on a client’s specific goals, scalability needs, succession plans, and international operations. 

Upon successful completion, participants will receive a certificate of completion for 2 hours of continuing education in the federal tax law topics category.