August 19, 2022


Webinar


4 CPE

Key Partnership and S Corporation Tax Planning Strategies

August 19, 2022
Webinar
4 CPE

Key Partnership and S Corporation Tax Planning Strategies

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    Instructor

    Mike
    Frost

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Learning Objectives

  • Understand how the strategies and techniques in business-related tax planning are modified for passthroughs
  • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals

Major Topics

  • New Tax Basis Capital Account reporting requirements
  • Recent COVID-19 legislation, including the FFCRA, CARES Act, CAA 2021, and ARPA, with an emphasis on provisions relevant to passthrough entities
  • 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

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Intended Audience

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

Provider

SURGENT

This event has ended.