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
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 [email protected] 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 [email protected]. 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.