October 20, 2025

Webinar

2 CPE

S Corporation Essentials: Stock & Loan Basis Reporting

October 20, 2025
Webinar
2 CPE

S Corporation Essentials: Stock & Loan Basis Reporting

  • Instructor

    Doug
    Van Der Aa

This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Learning Objectives

  • Apply the latest tax rules and regulations of S-corporations
  • Identify shareholder basis and how to report it
  • Identify planning opportunities and potential pitfalls when preparing S corporation client returns

Major Topics

  • Basis of stock and debt
  • Form 1040, Schedule E
  • Shareholder basis of indebtedness
  • Limitation of deduction of losses
  • AAA and distributions

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxes

Advanced Preparation

None

Intended Audience

Experienced practitioners with S-corporation clients and members in industry working for an S-corporation

Provider

ACPEN

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    Price includes $0.00 early registration discount(s) - expires 10/10

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    Price includes $0.00 early registration discount(s) - expires 10/10

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