Tax Basics for Advising a Small Business Client

Step 1: Select Desired Format

Step 2:

Webcast/Rebroadcast - You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand - You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

Rebroadcast - December 27th, 2017

1:00-3:15pm PST / 2:00-4:15pm MST / 3:00-5:15pm CST / 4:00-6:15pm EST

This program was recorded on October 16th, 2017

This is a course for capitalist attorneys who want to help small business clients make smart tax decisions. The type of entity not only impacts the liability of the owner, but the timing and amount of tax as well. Even more important, certain entities are allowed preferable tax treatment under the IRC as well as access to other tax deferred vehicles to reap even greater rewards for clients - learn to identify opportunities and capitalize on them.



  • Toby Mathis
    Toby Mathis is a founding partner of Anderson Law Group and current manager of Anderson’s Las Vegas office.  He has helped Anderson grow its practice from one of business and estate planning to a thriving tax practice and national registered agent service with more than 18,000 clients. In his work as an attorney, he has focused exclusively in areas of small business, taxation, and trusts. In addition, Toby was the past director and host of the longest-running local business radio program on KNUU in Las Vegas “The BOSS Business Brief“. He sits on the board of directors for several companies and was recently appointed to the local board of Entrepreneurs’ Organization, a worldwide association of owners of successful businesses. He has authored more than 100 articles on small business topics and has written several books on good business practices, including first, second and third editions of Tax-Wise Business Ownership and 12 Steps to Running a Successful Business.

    Contact Toby Mathis

      • 2 General Credits
      • LawProCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

        LawProCLE does not seek approval in the state of Virginia.

        Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

        As stated in our Reciprocity Provision, LawProCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

        AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

        LawProCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, LawProCLE will give credit for a future approved course or give a full refund, if applicable.

      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. Overview of US Tax System
    2. Entities Generally
    3. Audit Rates and Relevant Data
    4. Tax Treatment of Different Activities
    5. How Different Structures are Taxed
    6. What is an Accountable Plan?
    7. How to Use Accountable Plans
    8. Potential Retirement Plans
    9. Using Qualified Plans
    10. Using Non-Qualified Plans
    11. Estate Planning Differences for Different Entities

Related Items