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this month’s training:

The S-Corp Setup Everyone Thinks They Have (but Most Don’t)

DATE:

01-13-2026

Time:

5pm CST

Hosted by: Desi Alejandre, EA

This training is for tax pros and bookkeepers who check S-Corps after filing. It helps you see if the setup was planned well or just rushed through. We'll cover what a complete S-Corp setup needs. We'll also explain why the election is just the start, but how rushing or skipping steps can lead to problems down the line. This is important because intentional S-Corps are simpler to manage. They’re also easier to explain to clients and support if questions arise. (Life’s about to get way easier for you.) 😉

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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 tell whether an S-Corp was fully built out or if the setup stopped at the election and payroll

✓ What pieces should exist behind an S-Corp so you’re not confused when questions come up later

✓ The order S-Corp decisions should happen in, and why doing things out of sequence creates problems

✓ Why reasonable compensation isn’t only payroll and how it affects everything that comes after it

✓ How to spot S-Corps that will be easy to manage long-term versus ones that are likely to need a cleanup later

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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.

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This free training is for you if:

✓You inherit S-Corp clients after the election is filed and need to quickly assess whether the setup is done properly
✓You’ve looked at an S-Corp and thought something was off, but couldn’t clearly define what was missing or why
✓You’ve seen payroll, distributions, or reimbursements have issues and suspected the problem started at setup
✓You want a clear way to evaluate S-Corp setups without guessing or reverse-engineering someone else’s decisions
✓You’ve dealt with S-Corps that were technically valid but felt harder to manage every year
✓You want to understand what a complete S-Corp setup should include so you can fix issues before they happen
✓You want more confidence standing behind an S-Corp’s structure if questions ever come up from a client or the IRS

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.

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