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Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes (REXE)

Friday, August 14, 2026
10:00 AM - 12:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA

Edward Renn, Esq.

  • Format Webinar
  • Credits 2.00
  • Level Intermediate
  • Field of Study Taxes (2)

$99.00

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Overview

Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitutes self-employment income and income earned. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.

Major Topics:

  • Income subject to Social Security
  • FICA and Medicare tax rates
  • Income not subject to Social Security/self-employment tax
  • Defining wages and a trade or business
  • FICA and severance pay
  • S corporation shareholder’s reasonable salary
  • Student FICA exclusion
  • Deduction interest on loans made to lender’s business
  • Tax advantages of employing children
  • Sections 736(a) and (b)
  • Recent case law associated with earned income
  • Income from interest on loans made to controlled entities

Learning Objectives

  • Recognizing when income is subject to Social Security tax
  • Determine when avoiding earned income/SE income works favorably for the client
  • Understand how hiring a child helps reduce self-employment tax
  • Differentiate between income treated as self- employment income and income that is not self-employment income

Who should take this course:

Accounting and finance professionals who advise clients with regard to their self-employment tax liability

Basic knowledge of individual income tax

None

Yes

No

No

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