Surgent's Key Partnership and S Corporation Tax Planning Strategies (BTS4)

Course Details

Date

Self-Study

Location

Online

Field of Study

Taxation

CPE Credit

4 hours CPE credit

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience with business clients

Description

Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

Highlights

  • Relevant changes from The Tax Cuts and Jobs Act of 2017 including detailed treatment of Section 199A
  • Basis planning
  • Related party transactions: making them work
  • Income splitting and shifting with family can create considerable benefits

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

Designed For

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

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$65.00

Non-Member Fee
$85.00

Your Price
$85.00

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