Course curriculum

  • 1

    Introduction: 3 Levels of Tax Compliance: Local - State - Federal

    • 1.1 Introduction

    • 1.2 Series Overview

    • 1.3 Course Overview

    • 1.4 3 Levels of Compliance Overview
  • 2

    Local & State Taxes

    • 2.1 Local B&O Excise

    • 2.2 Franchise

    • 2.3 Personal Property

    • 2.4 Tax on Business
  • 3

    Sales Tax

    • 3.1 Sales Tax Overview

    • 3.2 Nexus & Wayfair

    • 3.3 Post Wayfair Compliance

    • 3.4 Compliance Tools
  • 4

    Federal Income Tax (& State Income Tax)

    • 4.1 Federal Intro

    • 4.2 What's Deductible

    • 4.3 Structures Intro

    • 4.4 Sole Proprietor

    • 4.5 Partnership

    • 4.6 S Corporation

    • 4.7 C Corporation

    • 4.8 LLC

    • 4.9 State Income Tax
  • 5

    Payroll Taxes

    • 5.1 Payroll Intro

    • 5.2 PR Federal

    • 5.3 PR State

    • 5.4 PR Conclusion
  • 6

    Cash Flow Management to Pay Taxes

    • 6.1 Cash Flow Intro

    • 6.2 Tax Savings Account

    • 6.3 Estimated Taxes
  • 7

    Conclustion and Action Steps

    • 7.1 Action Steps

    • 7.2 Next Learning Steps

    • 7.3 Feedback - I am always looking for ways to better understand your needs and improve my courses. Please take a few minutes to share your experience – good or bad, I appreciate your time and feedback!

Instructor

Siobhan Murphy, CPA

Siobhan brings 20+ years of accounting experience and entrepreneurship to her role with small businesses and self-employed individuals . She holds a Master of Business Administration (MBA) from Western Washington University; is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), and a Certified Financial Manager (CFM). She has applied her accounting and business experience to a thousands of businesses in a wide range of industries including not-for-profit, public accounting, privately held small business, home-based business, and individuals. She is passionate about education so that self-employed individuals and small business owners are empowered with a deeper understanding of the financial workings of their businesses, which results in more effective leadership of their businesses to support their lives.