August 28, 2017


In-Person

Troy University Dothan
500 University Dr, Dothan, Houston County, Alabama 36303-1695


4 Total CPE Credits

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KEY PARTNERSHIP AND S CORPORATION TAX PLANNING STRATEGIES

  • Instructor

    John Evanich

Learning 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

  • Basis planning: at-risk and passive considerations
  • Net investment income planning
  • Related party transactions: making them work
  • Income splitting and shifting with family can create great benefits
  • Compensation for pass-through owners

CPE Credits Available

4
Total CPE
4
Taxes

Troy University Dothan

500 University Dr, Dothan, Houston County, Alabama 36303-1695

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Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Experience with business clients

Advanced Preparation

None

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 McCoy CPE

This event has ended.