Vermont Society of Certified Public Accountants
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Surgent's Key Partnership and S Corporation Tax Planning Strategies

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Member Price: $0.00
Non-Member Price: $0.00

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Date/Time:
Oct 10, 2023, 1:30pm–5:00pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
Level:
Intermediate
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.

Objective

  • 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

Highlights

  • Timely coverage of breaking tax legislation
  • Filing requirements for Schedules K-2 and K-3
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • 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

Advanced Preparation

None
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