Advanced Tax Planning S Corporations

Course Details

Date

Friday, December 8, 2023

7:00am – 3:00pm (Registration: 4:02pm)

Location

Online

Field of Study

Taxation

CPE Credit

8 hours CPE credit

Level of Knowledge

Advanced

Vendor

AICPA

Prerequisites

Completion of AICPA's course S Corporations: Key Issues, Compliance, and Tax Strategies or equivalent knowledge and experience

Description

Help S corporation clients with tax planning

Understand the intricacies of the S corporation form of doing business and consider the tax effect that various types of S corporation distributions will have on the corporation's shareholders.

Learn about planning and reporting successful complex S corporation transactions, updated for the latest tax legislation, including SECURE 2.0 and K-2 and K-3 reporting requirements.

Explore the uses of qualified subchapter S subsidiaries to help you minimize your client's tax bill with winning strategies related to this type of entity.

Highlights

  • Basis in S corporation stock
  • Distributions
  • Compensation planning
  • Qualified subchapter S subsidiaries
  • Liquidations, reorganizations, and redemptions
  • Estate planning and the use of trusts
  • Section 199A

    Objectives

    • Interpret the rules relating to the adjustment of basis in stock by S corporation shareholders.
    • Calculate gain and loss on the distribution of property and apply the rules for cash distributions.
    • Identify the distribution ordering rules when an S corporation has accumulated earnings and profits (AE&P)
    • Identify the rules concerning fringe benefits received by S corporation shareholder-employees.
    • Apply the rules relating to qualified subchapter S subsidiaries (QSubs).
    • Apply the corporate reorganization rules to S corporations and identify the rules relating to the liquidation of an S corporation.
    • Calculate the Section 199A deduction and subdivide activities into SSTBs and non-SSTBs.
    • Determine whether an S corporation is the optimal entity based upon a given set of facts and circumstances.

    Designed For

  • Managers and partners in public accounting firms
  • CPA sole proprietors specializing in taxation of S corporations
  • Tax planning professionals

  • Registration for this course has passed.

    Course Pricing

    WYOCPA Member Fee
    $332.00

    Non-Member Fee
    $403.00

    Your Price
    $403.00

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