free monthly training
Learn How to Use the Strategies You Already Know
Without Second-Guessing Yourself in Front of Clientsthis month’s training:
S-Corp Basis: The rule everyone breaks (without realizing it)
DATE: 03-26-2026
Time:1pm CST
Hosted by: Desi Alejandre, EA S-Corp owners are pulling money out all year long. And they often assume cash or profit means it’s safe.
This training walks you through the bucket framework I use to understand and explain basis, so you can see when distributions are still covered and when they cross into taxable territory.
It’ll give you an easier way to spot issues more quickly and talk about limits without turning it into a stressful convo.
What you’ll learn
In just 60 minutes
Taught by an IRS Enrolled Agent who reviews S-Corp files, fixes compliance issues, and handles client cases weekly.
✓ How to recognize early basis warning signs before distributions turn into surprise capital gains
✓ How to explain why “cash in the bank” or “profit on the P&L” does not equal permission to take money
✓ How to use the bucket framework to explain limits without sounding too restrictive
✓ What actually increases basis, and why distributions are usually where things go awry
✓ How to identify when a distribution creates a taxable event vs. when it is still covered by basis
You won’t want to leave an empty seat!
The Part of Tax Work No One Admits They Struggle With
Knowing the rule is one thing. Applying it to a client’s return is another. Like when they ask if their new truck qualifies or if their kid can be paid through the business, and your mind races. You start panic sorting through all the exceptions you’ve learned.
It’s catching an odd deduction on a 1120-S and not knowing whether to question it or leave it alone. It’s trying to write a simple email about a reimbursement and realizing you’re not sure which expenses qualify. This training was built to make those moments easier and less stressful.
This free training is for you if:
Can’t Attend Live? No Problemo!
Register anyway, and the replay will be automatically delivered to your inbox when the webinar ends.
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Only 30 Spots Available
Most tax pros and bookkeepers don’t realize they need support until a client asks a question they struggle to answer. By then, the damage is already done.
These sessions prevent those moments, and the seats go quickly every month. Reserve your spot while registration is open.
free monthly training
Know *Exactly* What to Do the Next Time a Client Needs You
Walk into your next client meeting knowing exactly what to look for, what to change, and what to flag without second-guessing anything.