This in-depth course introduces CPAs to a cutting-edge end-of-year tax planning strategy using the BASE (Business Asset Structured Entity) model. BASE is designed to maximize long-term tax benefits through leveraged asset purchases and contractual cash flow arrangements. Participants will explore the powerful 4:1 leverage structure, which enables clients to unlock substantial tax deductions while securing strong cash flow potential.

By mastering the mechanics of BASE, CPAs will gain essential knowledge on how to offer a value-added solution that enhances client returns, creates immediate tax benefits, and strengthens CPA compensation structures. Join us to expand your expertise in high-level tax planning and add this powerful tool to your strategic advisory services. Substantial Advisor compensation.

Learning Objectives:

• Identify the key principles behind the 4:1 leverage structure within BASE for optimizing tax benefits


• Determine how to apply BASE mechanics to unlock substantial tax deductions and enhance client returns effectively


• Recognize the process of integrating BASE into strategic advisory services to strengthen CPA compensation models


• Define the essential steps to master BASE, offering value-added solutions in year-end tax planning scenarios