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Self-Study CPE
2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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ROADMAP TO 1099 REPORTING
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2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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Free cpe webinars
BASE (Business Asset Structured Entity): Advanced YE Tax Strategies for CPAs

BASE (BUSINESS ASSET STRUCTURED ENTITY): ADVANCED YE TAX STRATEGIES FOR CPAs

Available Date(s)
Wednesday, November 20, 2024: 12:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This in-depth course introduces CPAs to a cutting-edge end-of-year tax planning strategy using the BASE (Business Asset Structured Entity) model. BASE is designed to maximize long-term tax benefits through leveraged asset purchases and contractual cash flow arrangements. Participants will explore the powerful 4:1 leverage structure, which enables clients to unlock substantial tax deductions while securing strong cash flow potential. By mastering the mechanics of BASE, CPAs will gain essential knowledge on how to offer a value-added solution that enhances client returns, creates immediate tax benefits, and strengthens CPA compensation structures. Join us to expand your expertise in high-level tax planning and add this powerful tool to your strategic advisory services. Substantial Advisor compensation.

Learning Objectives:


  • Identify the key principles behind the 4:1 leverage structure within BASE for optimizing tax benefits

  • Determine how to apply BASE mechanics to unlock substantial tax deductions and enhance client returns effectively

  • Recognize the process of integrating BASE into strategic advisory services to strengthen CPA compensation models

  • Define the essential steps to master BASE, offering value-added solutions in year-end tax planning scenarios

Linkedin
Am

Eric currently serves on the Investment Committee of Acquis Capital, a private investment firm that specializes in acquisition and project financing. Graduate of the Wharton School and Penn Law. He is a member of the New York State Bar Association.

Linkedin
Mclaren

$3Bn in corporate finance transactions
30 years in financial services
$150 million in tax deductions for clients since 2022
 

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Btaadvisory

Over $2bn in financial planning transaction
> 55 years in financial services
PHD, MBA
Best Selling Author
Past President The Million Dollar Roundtable
 

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Am

Advanced Monetization partners with leading CPAs, attorneys, and qualified financial advisors to provide exclusive opportunities for high-income individuals.

Our mission is to empower tax professionals to deliver sophisticated, compliant, and economically sound investment solutions that offer significant tax advantages for their clients. 

With over 50 years of experience leading complex planning transactions, we have curated a portfolio of opportunities that not only enhance wealth but also align with the highest standards of compliance. Our deep understanding of tax strategies allows us to integrate financial growth with optimized tax planning, ensuring that every opportunity delivers both economic benefit and substantial tax deductions.

​We are proud to be a trusted partner for professionals who advise ultra-high-net-worth clients, enabling them to elevate their service offerings and secure unparalleled value for their clientele. At Advanced Monetization, we are committed to excellence, transparency, and delivering results that meet the unique needs of the most discerning investors.