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20SS-0093: Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study)

Valid for one year from purchase date
Self-study - Downloadable PDF
4 CPE (4 technical)  |  4 IRS CE

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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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.

Major subjects

  • 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

Learning objective(s)

  • 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

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $65.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $65.00
checkmark Standard Nonmember Fee $65.00

More program information

Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level Intermediate
Format Self-study - Downloadable PDF
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Experience with business clients
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

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