Surgent's Key Partnership and S Corporation Tax Planning Strategies
Tuesday, December 24, 2024
Webcast or Webinar, Online
9:00 AM - 12:30PM (opens at 8:30 AM) EST
4Credits
Technical Business
Registration is Open
Members
$159.00 Regular Price
Non-Members
$219.00 Regular Price
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Course Type: Webcast
Course Code: 24/SUBTS451
Level: Intermediate
Vendor: Surgent
Field of Study: Taxes
Overview:
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.Objectives:
- Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
- Understand the special problems when transactions involve the business, its investors, and related businesses and individuals
Major Topics:
- Timely coverage of breaking tax legislation
- Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares
- At-risk and passive activity loss considerations
- Basis planning
- Related party transactions: making them work
- Income splitting and shifting with family can create considerable benefits
- Sale of ownership interest and NIIT considerations
Major Topics:
- Timely coverage of breaking tax legislation
- Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares
- At-risk and passive activity loss considerations
- Basis planning
- Related party transactions: making them work
- Income splitting and shifting with family can create considerable benefits
- Sale of ownership interest and NIIT considerations