August 19, 2022


4 Total CPE Credits


Key Partnership and S Corporation Tax Planning Strategies

  • Instructor

    Michael Frost

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

Total CPE

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



This event has ended.