Educational Seminars
For Individuals, Self-Employed, and Small Businesses
Our educational seminars are designed to help you deepen your understanding, ask meaningful questions, and gain clarity in a supportive, trauma-informed, and judgment-free environment.
These seminars are for you to ask the questions you've always had; even the ones you weren’t sure where to ask. We also help you fact check, cutting through the noise of online influencers, AI-generated advice, and common misconceptions. You'll leave the seminar with clear, practical insights tailored to you and your business.
Available Seminars
🎓 Student Loans & Tax Strategy Seminar
Discover how your tax return can shape your student loan repayment and forgiveness options.
Topics include:
Tax returns impact on Income-Driven Repayment (IBR/IDR)
Learn how your AGI affects your monthly payments
How strategic filing can make a difference
Self employment & loan repayment options
PSLF & tax filing for married individuals:
Understanding married filing joint or separate can make an impact.
📊 Updating your W-4
Learn how to update your W-4 federal and/or State withholding.
Topics include:
What is the W-4?
How does it work for you or against you?
Managing expectations for your tax return refund/balance due.
How to adjust taxes for big life changes (marriage/mivorce/kids)
🏛️ International Tax Planning
For individuals and small business owners navigating cross-border tax obligations.
Topics include:
U.S. Tax Filing for Americans Abroad:
Learn about ongoing IRS obligations for U.S. citizens and green card holders living or working overseas
Fincen 114 ("FBAR") and filing requirements
U.S. Tax Rules for Non-U.S. Citizens with U.S. Income:
Understand how “effectively connected income” is taxed and what forms are required
International Tax Planning:
Discuss and plan for the Foreign Earned Income Exclusion or Foreign tax credits
For businesses, explore strategies for managing accounting, business entity structure, and tax compliance when operating a business across borders
💵 Crypto Currency
Learn more about how to correctly report Crypto related transactions.
Topics include:
How is Crypto taxed
What records should you keep to help plan for taxes.
🧭 New Business Structures - should I open an LLC?
How best to plan for your new business?
Topics include:
This won't be legal advice; we will cover differences in tax treatement for LLCs, S-Corporations, or C-Corporations
Pros and cons of different entity types and tax strategies
Align your business structure with your values and goals
💼 Small Business Accounting & Taxes: Best Practices
Learn how to build a strong financial foundation and prepare for tax season with confidence.
Topics include:
Bookkeeping and accounting fundamentals
Planning for self-employment taxes
Understanding quarterly tax estimates
How to use your income statement for tax prep
Includes: Customizable Excel templates for bookkeeping and tax reporting
📊 QuickBooks Online (QBO) Training
Get hands-on guidance to set up and use QuickBooks Online effectively.
Topics include:
What QBO is and how it works
Setting up your QBO file
Connecting bank/credit card accounts and importing transactions
Using standard and custom reports to understand your data
Best practices to maximize QBO’s features
Includes: A starter template to help you get organized, today!
🏛️ S-Corporation: Is It Right for You?
Explore if an S-Corporation fits your business goals and tax strategy.
Topics include:
What an S-Corporation is and how it differs from Schedule C
Tax efficiency and planning opportunities
Overview of reasonable compensation (a separate in-depth seminar is also available)
Payroll requirements and compensation options
Timing and strategy for making a timely or late S-Election
Includes: Templates to estimate reasonable compensation and payroll needs
💵 Reasonable Compensation for S-Corp Shareholders
Dive deep: how to calculate and document reasonable compensation.
Topics include:
What reasonable compensation means and how to calculate it
Payroll requirements and taxable compensation types
Other forms of shareholder compensation
How to align compensation with business cash flow
Includes: Custom templates we’ll work through together to tailor your compensation strategy
🧭 Business Structure Review & Strategic Planning
Get a thoughtful, personalized discussion on your current operations.
Topics include:
What’s working and what’s not in your current structure
Pros and cons of different entity types and tax strategies
Aligning your business structure with your values and goals
Addressing your specific concerns and questions