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Free cpe webinars
Maximizing Tax Advisory Tools with Reasonable Compensation Strategies


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 29, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The landscape of tax advisory services has many complex challenges, including last-minute legislative changes, compressed deadlines and cyclical high work volume during tax and “busy” year-end seasons.

This session provides a clear path for practitioners to expand their tax advisory offerings, specifically through the lens of owner compensation for S and C Corporations. Attendees will take away tools and strategies for providing elevated levels of service to their clients while positioning themselves as an indispensable advisor to clients armed with a comprehensive understanding of the impact of reasonable compensation on taxation for S Corp and C Corp business owners. Real-world scenarios will show best practices and strategies, allowing attendees to confidently handle IRS regulations in reasonable compensation and ensuring clients' compliance and satisfaction.

Learning Objectives:

  • Recognize advisory opportunities in the clients you already have

  • Evaluate the critical role Reasonable Compensation plays for S and C Corporations, emphasizing its importance in tax compliance and advisory services

  • Identify how to spot and correct common misunderstandings and errors regarding Reasonable Compensation, understanding their implications for IRS scrutiny and potential penalties

  • Evaluate a comprehensive toolkit to clarify and secure owner compensation, removing ambiguity and enhancing compliance for your clients

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, writing, speaking, and tweeting at Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on

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About Our Sponsor

Logo rcreports
RCReports is a tool for Tax and Financial advisors to determine Reasonable Compensation for a client. RCReports provides a defensible position to an IRS challenge (for S-Corps), and is an excellent planning and valuation tool. RCReports synthesizes a proprietary blend of IRS criteria, Court Rulings, geographic data and our EXCLUSIVE database of wages to accurately assess Reasonable Compensation for S Corp, Small & Closely Held Business Owners.