Surgent's Key Partnership and S Corporation Tax Planning Strategies

Available Anytime

Location: Online

4Credits

Technical Business

Registration is Open

FICPA Members

~~$79.00 Regular Price~~

Nonmembers

$109.00 Regular Price

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Product Code: SU24-BTS4-SSDL

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

Designed For:

All tax practitioners, both those working in public accounting as well as those in private industry, who are responsible for tax planning for their clients and/or companies

Prerequisite:

Experience with business clients

Additional Info:

You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.