Practical by design
Strategies with a December 31 deadline, ready to bring to clients this week.
A live virtual intensive for tax professionals
Strong FinishYear-end tax planning, 2026
Two afternoons of practical strategies you can take into client meetings before December 31, taught by the practitioners who use them.
The reason to join
Leave with a clearer plan for every client conversation.
Strong Finish is a focused, two-afternoon experience for EAs, CPAs, and attorneys who want practical, year-end moves they can explain in one meeting.
See the credit detailsAdvisory-minded
Retirement and entity moves that open the door to a fuller planning engagement.
Credit included
Up to 6 CE/CPE credits in Taxes, reported to the IRS with your PTIN.
Two afternoons
The agenda
Three 50-minute sessions each day, with a 10-minute break between them. All times Eastern.
Day 01Monday, November 9Before December 31
3:05–3:55 PMFix Missed RMDs Before December 31Timalyn Bowens, EA
Find missed required minimum distributions across every account type, correct them, and reduce the penalty before year-end.
Learning objectives
- Identify which account owners and beneficiaries must take required minimum distributions, including beneficiaries under the 10-year rule.
- Determine the required beginning date and annual distribution amount using the IRS life expectancy tables.
- Calculate the excise tax on a missed distribution, including the reduced rate for a timely correction.
- Apply the Form 5329 process to report a missed distribution and request a reasonable-cause waiver.
- Recognize year-end options, such as qualified charitable distributions, that satisfy a distribution while reducing taxable income.
4:05–4:55 PMYear-End Planning with RTU Software and Leveraged Charitable DeductionsRyan Foncannon, MBA
Understand how leveraged charitable strategies are built, the rules behind them, and how to separate a strategy that holds up from one the IRS will challenge.
Learning objectives
- Identify how leveraged charitable strategies are structured, including donations of right-to-use (RTU) software licenses.
- Determine how holding period and property type limit a noncash deduction to basis or fair market value.
- Recognize the qualified appraisal and Form 8283 substantiation rules for noncash contributions.
- Distinguish deductible contributions from partial-interest and quid pro quo transfers the IRS disallows.
- Identify the penalties that apply to overvalued charitable deductions.
5:05–5:55 PMDefined Benefit Plans for High EarnersDavid Podell, Business Benefits Consultant
When a defined benefit plan beats a 401(k) for high-income owners, and how the deduction is sized.
Learning objectives
- Distinguish defined benefit and cash balance plans from 401(k) and profit-sharing plans.
- Identify the owner profiles where a defined benefit plan produces the largest deduction.
- Determine how age, compensation, and plan design drive the annual deductible contribution.
- Recognize the deadlines to adopt and fund a plan for the 2026 tax year.
- Identify the ongoing compliance requirements, including actuarial certification and Form 5500 filing.
Day 02Tuesday, November 10Build the Structure
3:05–3:55 PMThe Retirement Tax Playbook: Contribution Strategies for Business OwnersJulian Joppy, EA
Use retirement contributions as a fast, simple tax win for business owners paying $50,000 or more in tax.
Learning objectives
- Identify the retirement plans available to small business owners, including SEP IRAs, SIMPLE IRAs, and solo 401(k) plans.
- Determine the 2026 contribution limits and deadlines for each plan type.
- Calculate the tax savings from an owner's employee deferrals and employer contributions.
- Distinguish how entity type changes the compensation base used to figure contributions.
- Recognize which plans must be established by December 31 and which can wait until the return due date.
4:05–4:55 PMDesigning Legal Ownership, Tax Strategy, and State StructureAngie Toney, CPA/PFS
How ownership, entity choice, and state of formation work together, from the attorney's side of the table.
Learning objectives
- Identify how entity choice (LLC, partnership, S corporation, C corporation) sets federal tax classification.
- Recognize ownership rules that affect S corporation eligibility.
- Determine the federal tax consequences of changing an entity's classification or ownership.
- Distinguish the state of formation from the states where an entity must file and pay tax.
- Identify operating agreement and buy-sell provisions that change owners' tax outcomes.
5:05–5:55 PMTax Planning to Move Business Profits to Owners at the Lowest Tax CostAntonio M. Glenn, JD
Learn how to move profits into places that earn more than the tax it costs to get them there, then plan the route and timing.
Learning objectives
- Identify the ways profits move from a business to its owners, including wages, distributions, dividends, and retirement contributions.
- Calculate the combined tax cost of each route for C corporation and pass-through owners.
- Determine reasonable compensation factors for S corporation shareholder-employees.
- Recognize the tax treatment of fringe benefits and accountable plan reimbursements paid to owners.
- Distinguish strategies that defer, reduce, or eliminate the tax cost of taking profits out.
Credit and compliance
Details that support the work.
Each session is a separate program. Attend live under your own name, answer the polling questions, and receive credit for every session you complete.
IRS notice
This program qualifies for IRS continuing education credit for Enrolled Agents. The IRS does not require continuing education for other tax return preparers. Participation is voluntary for them. Credits are posted to the PTIN account of any participant who provides a PTIN.
| Delivery method | Group Internet Based (live online) |
|---|---|
| Credit per session | 1.0 CPE credit based on a 50-minute hour, or 1 IRS CE hour |
| Total available | Up to 6 credits. Each session is a separate program |
| Field of study | Taxes |
| IRS category | Federal Tax Law |
| Program level | Intermediate |
| Prerequisites | Basic knowledge of federal income taxation |
| Advance preparation | None |
| Attendance | Join under your own name, attend the full session, and answer in-session polling questions |
| PTIN | Collected at registration and entered exactly as it appears in the IRS PTIN account |
| IRS reporting | Within 10 business days of each program |
| Certificates | Emailed within 14 days of the event |
| Sponsor IDs | NASBA Sponsor ID [#####]. IRS CE Provider number [XXXXX]. |
| Program numbers | One per session: [XXXXX-T-00000-26-O], supplied by the provider |
The people in the room
Learn from practitioners.
Every instructor works in the subject they teach and brings the nuance that only experience can provide.
CPA/PFS
Angie Toney
Founder of The Executive Touch and CEO of Oasis Tax Advisory Services. Angie brings a background in corporate audit and fraud investigation to tax representation and strategy for business owners.
Designing Legal Ownership, Tax Strategy, and State Structure
EA
Timalyn Bowens
Founder of Bowens Tax Solutions, where she represents individuals and small businesses before the IRS. She has worked in tax since 2011 and hosts the Tax Relief with Timalyn Bowens podcast.
Fix Missed RMDs Before December 31
MBA
Ryan Foncannon
Managing Partner at S.W.A.N. Virtual Family Office, a multidisciplinary firm that brings a family office approach to affluent clients and business owners. Ryan speaks on tax credit and deduction strategies for business owners and on collaboration between tax professionals and financial advisors.
Year-End Planning with RTU Software and Leveraged Charitable Deductions
Business Benefits Consultant
David Podell
Founder of Business Benefits Consultants, specializing in defined benefit and cash balance plans as a deduction strategy for business owners.
Defined Benefit Plans for High Earners
EA
Julian Joppy
President of BizTax Advisory, where he advises business owners on structure, systems, and tax strategy as the business grows.
The Retirement Tax Playbook: Contribution Strategies for Business Owners
JD
Antonio M. Glenn
Founder and principal of AMG Counsel, focused on business formations, asset protection, estate planning, and succession planning.
Tax Planning to Move Business Profits to Owners at the Lowest Tax CostYour seat awaits
Strong Finish starts here.
One registration covers both days, all six sessions, and up to 6 CE/CPE credits.
Includes an Entry-Level seat in The Executive Touch through December 31, 2026.
Non-members$200
Both days, all six sessions, and up to 6 CE/CPE credits.
Registration collects your full legal name, email, credential, and PTIN. PTIN is required for IRS reporting.
Register for $200Good to know
Details that matter.
Everything you need to make the most of the experience, from credit requirements to attendance.
Each session is a separate 1-credit program. Attend live under your own name and answer the in-session polling questions to receive credit.
Policies
Clear from the start.
Refunds
Cancel by November 2, 2026, for a full refund. After that date, registrations are non-refundable, but you may transfer your seat to a colleague at no charge by emailing us before the event begins.
Cancellation
If we cancel or reschedule the event or any session, we will notify registrants by email as soon as possible. You may choose a full refund or a seat at the rescheduled date.
Complaints
For questions or complaints about this program, contact James Foo at foo@theexectouch.com. We respond within 2 business days.