Jansen & Company CPAs Seminar
Preparing for Tax Season
Get tax-ready with confidence. Join our team as we walk through the most effective ways to organize and submit your information to ensure a smooth preparation process with our firm. Topics include:
- Which tax forms are required vs. which ones you can skip
- Best practices for gathering and securely submitting your documents
- Whether charitable and medical receipts are worth saving
- When quarterly estimated payments make sense
- Commonly missed deductions
- Recordkeeping changes to consider for next year
Sessions Available In January And February
Jansen & Company CPAs Seminar
Tax Planning 101
A practical overview designed for all taxpayers, with special focus on opportunities in late-career and early-retirement years. We’ll cover:
- How to time income and deductions strategically
- Roth conversions
- Planning distributions from inherited IRAs and retirement accounts
- Capital gain and loss harvesting
- Tax-efficient charitable giving
Sessions available monthly (or as needed) July–November
Jansen & Company CPAs Seminar
Income Taxes 101
Perfect for teens, young adults and anyone filing for the first time. We’ll break down essential tax concepts, including:
- What taxes are being withheld from your paycheck—and why
- How to choose the right withholding amount
- How much to save for retirement
- Traditional vs. Roth retirement accounts
- When to itemize vs. take the standard deduction
Sessions available every two months (or as needed) July–November
Jansen & Company CPAs Seminar
Small Business Tax 101
Ideal for new entrepreneurs, first-time self-employed workers or anyone wanting to better understand business tax fundamentals. Topics include:
- Business structure basics: sole proprietorships, LLCs, corporations and S-corps
- How to track income and expenses effectively
- Common deductible business expenses
- Retirement savings options for small business owners
- When and how to make tax payments
Sessions available every two months (or as needed) May–November
Jansen & Company CPAs Seminar
New Client Seminar
A helpful introduction for prospective clients or those referred to our firm. We’ll walk through:
- Meet-and-greet with our CPAs and support team
- Our firm’s practice areas—what we do and do not assist with
- How our tax preparation process works, including data sharing and timelines
- Our fee schedule and what to expect as a client
Sessions available monthly May–December
Jansen & Company CPAs Seminar
Annual Tax Update
Tax law changes every year—often significantly. Once new legislation becomes clear, we will offer this seminar to highlight the most important updates affecting the average taxpayer.
- Tax law updates
- Impacts on average taxpayers
Sessions available in October/November
Jansen & Company CPAs Seminar
Business Year-End Planning
Designed for established business owners who want to maximize year-end savings and maintain smooth tax operations. Topics include:
- Annual tax updates relevant to small businesses
- Retirement plan options for business owners (major tax-saving opportunities!)
- Pass-through entity tax considerations for Arizona and several other states
- Tax implications of operating in multiple states
We will also address key S-corporation issues:
- Required reporting for shareholder health insurance
- Business charitable tax credit for private schools
- Determining reasonable compensation
Sessions available in November/December
Jansen & Company CPAs Seminar
Estate Planning: Tax Perspective
Thoughtful estate planning can save heirs substantial taxes.* This session focuses on the tax side of estate planning, including:
- Tax implications of a revocable living trust
- Strategies for charitable giving through your estate
- Gifting strategies and lifetime compliance requirements
- Estate tax considerations for large estates
- An overview of the estate administration process, including when estates or trusts must file taxes and how to fulfill successor trustee or personal representative duties
*Note: We are not attorneys and do not draft estate planning documents. This seminar provides tax-related education to support conversations with your legal advisor.
Sessions available every two months (or as needed) May–November
