Accounting and Tax Procedures to Maximize your Deductions and Minimize Problems with The IRS
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Small business owners and startup companies often lack the resources to hire someone to properly set up their accounting system and their policies and procedures. They often don't know what they can and cannot deduct and, even if they do, they are unsure of the proper documentation requirements. In this webinar, we will give you a solid foundation to build your accounting system on so that you can maximize your deductions and minimize any problems with the Internal Revenue Service.
This webinar has been developed by a CPA who has been licensed for over 30 years and has worked with hundreds of small businesses. In addition, he has hands-on experience as the chief financial officer and controller of dozens of companies.
In addition, he has taught graduate and undergraduate accounting, business, tax and finance courses at numerous universities including Fairleigh Dickinson University and, currently, at DeVry University and Keller Graduate School Of Management.
The lecture part of the webinar will run approximately one hour and the remaining 30 minutes will be devoted to answering questions that the participants may have.
Areas Covered in the Session:
- Personal introduction
- Introductory information
- Minimizing your tax liability, The simple answer on how to minimize your tax liability is to take all of the deductions, you are legally entitled to and to document them so the IRS will allow them if you are audited.
- Let's first look at what items are deductible.
- Next, let's look at the documentation requirements.
- Your accounting / bookkeeping system
- Best procedures for your accounting system
- Working with your tax return preparer
Who Will Benefit:
- Small business owners
- Startup companies
Mr. Rubinson is a hands-on financial executive, with a wealth of skills in many areas. He consistently increases profitability and operational efficiency through systems design, development and implementation and technology upgrading and training.
Mr. Rubinson received his MBA from New York University and brings 34+ years' experience as a practicing CPA. He worked at several CPA firms in the New York area and was admitted as a partner in a regional East Coast CPA firm, specializing in Wall Street clientele, at 31 years old. When he left the company to relocate to CA in 1988, the CPA firm was billing in excess of $3.5 million annually. In California he has developed a full service CPA practice and worked with numerous start-up companies.
He assisted a pink-sheet listed corporation in 1988 and became their V P Finance for several years. He then spent four years as the controller of a software technology company which raised over $10,000,000. From 2005 to 2007 he assisted a local company complete a reverse merger to become publically-traded, acted as their CFO for three years and then provided accounting and tax services for an additional two years.
At that company, his responsibilities included supervising finance, SEC and Sarbanes-Oxley compliance, acting as de-facto in-house legal counsel, supervising human resources and reviewing and approving contracts and press releases. From 2010 to the present, he has consulted with and acted as the CFO of a pink-sheet listed company specializing in oil spill cleanup.