Sessions for tax professionals
Two tracks. Technical tax, taught with the math on the screen. Practice and technology, taught by someone who built the firms he's describing. Both are CE-ready and neither one sells anything.
Logistics
- Session lengths from 50 to 100 minutes; half-day workshops on the practice track
- In person or virtual; based in Colorado, travels nationally
- Learning objectives, outlines, and a bio for CE and CPE approval on request
- Slides are built for the room: large type, one idea per slide, printable handouts where the format needs them
- No product pitch from the stage. The ventures are listed on this site; the session is the session
Technical tax
CE-ready sessions on the questions practitioners actually get wrong, taught with the math on the screen.
S-Corp Is Not Doctrine: Running the Math
When the S election saves money, when it costs money, and how to show a client the break-even on one slide. Reasonable compensation, payroll cost, QBI interaction, and the states that punish the election.
Advanced S-Corp Planning and Reporting Issues
Basis tracking, distributions in excess of basis, loans from shareholders, accountable plans, health insurance on the W-2, and the reporting mistakes that trigger notices.
Maximizing Depreciation Strategies: Section 179, Bonus Depreciation, and MACRS
How the three regimes interact, the ordering rules, the state decoupling traps, and a decision framework for choosing between them for a given client year.
Cash Is a Liar: Understanding Basis Before It Burns You
Why a client with money in the bank can have a taxable distribution, how basis is built and destroyed in S-Corps and partnerships, and the worksheet every preparer should keep.
Common IRS Letters and How to Handle Them
CP2000, CP14, CP504, LT11, Letter 566 and the rest: what each one actually means, the deadline it carries, and the response that resolves it instead of escalating it.
Business Travel Deductions: Proving the Trip
The substantiation rules as the IRS applies them in exam, the records that survive, the ones that do not, and how to coach clients before the trip instead of after the notice.
HSA vs. HRA: Which One Is Best?
The two tools side by side for owner-employees and small employers: eligibility, limits, the S-Corp owner problem, and the cases where each one wins.
State Tax Apportionment and Reporting
Nexus after Wayfair, apportionment formulas, market-based sourcing, and a practical process for a small firm handling multistate clients without a SALT department.
Practice and technology
How a one-to-four person firm runs without the owner doing everything, from someone who built two of them.
The Small-Firm Operating System
Simplify, systemize, staff. The one-page operating canvas, the five boxes every firm needs filled, the metrics band, and the order to build them in. Taught as a 100-minute working session with the canvas as a handout.
Machine, Team, You: Deciding What AI Does in a Tax Firm
A framework for sorting firm work into what software should do, what a trained person should do, and what only the practitioner should touch. Real tools, real failures, and the security questions to ask before any client data goes in.
Systematizing and Optimizing Your Business: The Automation Advantage
Hub-and-spoke architecture for a firm's tools, one source of truth, and the handful of automations that remove the most hours per dollar. With the specific stack and what it costs.
Follow the Money: Managing Your Business with KPIs
The six numbers a small firm owner should see every week, how to pull them from the books you already keep, and what your financial reports are really telling you about capacity and pricing.
Using Artificial Intelligence to Optimize and Systematize Your Business
Where AI fits in intake, research, drafting, and review for a tax practice, with live examples and the guardrails that keep it from making things up on a client file.
Where I've spoken
- July 2026NATP Taxposium Cleveland, OHThe Small-Firm Operating System
- June 2026Main Street 360 Dallas, TXFollow the Money: Managing Your Business with KPIsSystematizing and Optimizing Your Business: The Automation Advantage
- November 2025Main Street 360 Phoenix, AZUsing Artificial Intelligence to Optimize and Systematize Your BusinessCommon IRS Letters and How to Handle Them
- 2025Growth Collective VirtualStop Overpaying: 7 Expert Tax Moves to Keep More of What You Earn
- June 2025Tax and Legal 360 Anaheim, CAAdvanced S-Corp Planning and Reporting IssuesMaximizing Depreciation Strategies376in the room
- June 2025Main Street Tax Professionals VirtualCash Is a Liar: Understanding Basis Before It Burns You
- February 2025MyCPE and TaxPlanIQ VirtualFederal Tax Updates for the 2024 Tax Season
- December 2024Tax and Legal 360 Phoenix, AZMaximizing Depreciation StrategiesState Tax Apportionment and Reporting362in the room
- September 2024Crypto Tax Summit VirtualCrypto Reporting on Schedule D
- June 2024Tax and Legal 360 Salt Lake City, UTHSA vs. HRA: Which One Is Best?234in the room
Ongoing
- Educator for Main Street Tax Professionals: online Q&A and training calls for 50 to 75 tax advisors at a time
- Leads the Thrive Advisor Collective: weekly trainings and mentorship for about 35 tax advisors
- Host of the Thrive Advisor Podcast
Book a talk
Tell me about the event, the audience, and which session or topic you have in mind. I reply within two business days, usually sooner.
Prefer email? speaking@aaronsiegel.com