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Surgent's S Corporation, Partnership, and LLC Tax Update (In Person)

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Ft. Lauderdale

4.0 Credits

Member Price $175.00

Non-Member Price $210.00

Overview

*** Save 15% on this event when you use the code SPRING25 at checkout ***

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

Highlights

Timely coverage of breaking tax legislation A review of like-kind exchange transactions under section 1031 Guidance on the impact of recent legislation on S corporations and partnership entities Form 1099-K reporting requirements Thinking beyond section 163(j) - Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Bonus depreciation Section 174 Research and Experimental Expenditures FinCEN reporting requirements A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships

Prerequisites

Experience with pass-through entity clients

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their business clients or employers

Objectives

Understand the current planning issues for businesses Understand how recent legislation impacts planning for pass-throughs Understand what pass-throughs can do in light of tax law changes

Preparation

None

Leader(s):

Leader Bios

Deborah Phillips, Surgent McCoy

Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S corporation tax law as well as IRS audits and procedures. Debbie recently retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS), where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S corporation and partnership tax issues for LB&I. Debbie worked for the IRS for over 31 years, and she has extensive accounting and taxation knowledge of individual, corporate, and partnership federal tax returns. She was the Operations and Technical Assistant to the Deputy Commission International, the Technical Assistant to the Director of PFTG, a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team Manager in the Heavy Manufacturing Industry, and the IRC Section 263A Technical Advisor.

Debbie taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College. She has been a seminar presenter for over 17 years as well as a textbook author.

Debbie earned her master's degree in taxation from Widener University.

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Non-Member Price $210.00

Member Price $175.00