The Entrepreneur’s Roadmap - Growth, Tax Strategy, and Exit Readiness
Rodney Boswell EA, MBA
June 9, 2026
Session 2
Registration: 10:50 AM
Session 2 Begins: 11:00 AM
Session 2 Concludes: 1:00 PM
This course focuses on:
Advising entrepreneurs through the business lifecycle using post-TCJA/OBBBA-era planning: entity optimization, SALT decisioning, §1202 Qualified Small Business Stock (QSBS) positioning, and exit/legacy readiness.
This Presentation also provides Tax Professionals with a practical framework to guide entrepreneurs from start-up, through growth, and exit, supported by documentation-focused advisory delivery so strategy turns into compliant execution.
At the conclusion of the presentation, participants will be better equipped to:
- Analyze how current §199A/QBI rules affect entity choice and planning across income levels.
- Evaluate SALT cap considerations and determine when itemizing becomes favorable versus when PTE strategies remain beneficial.
- Assess the updated §1202 QSBS landscape (tiered exclusion concepts and eligibility) and identify common disqualifiers and documentation gaps.
- Apply an exit-readiness framework that connects income tax strategy with succession and legacy timing (including higher, indexed estate and gift exemption levels).
- Implement an advisory delivery model with defined scope, assumptions, client decision logs, and follow-up cadence.
Official Registry Statement:
The National Society of Tax Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CTEC Disclosure Statement:
The National Society of Tax Professionals has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Administration Policies: In Person Events
The following policies apply to all individuals attending our events, regardless of membership status.
Attendance Policy
- Advance registration is required. We are unable to accommodate walk-in attendees, and payment must be received prior to the start of the class.
- Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
- Executive Members who do not attend a registered event will be charged a $150 No-Show Fee.
Late Registration Fees
- 14 days prior to the event: $50.00
- 7 days prior to the event: $75.00
- 2 days prior to the event: $95.00
Cancellations, Transfers & Refunds
- 30+ days prior to the event: Transfer to another event for $35 or receive a full refund.
- 15–29 days prior to the event: Transfer to another event for $50 or receive a refund.
- 7–14 days prior to the event: Transfer to another event for $75. No refunds.
- No partial refunds or discounts will be issued for missed portions of the course.
Disclaimer
- Course materials and presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
- Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
- Course materials & presentations are protected under copyright law. Any unauthorized copying, resale, distribution, or use beyond personal use is prohibited and will be prosecuted to the fullest extent of the law.
- NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is cancelled, participants will be refunded 100% of their registration fee.
More Information
For more information regarding refund, cancellation, and complaint policies, contact our offices at 1(800) 367-8130.
