23SS-0094: Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study)

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

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

• Coverage of the Inflation Reduction Act of 2022
• Timely coverage of breaking tax legislation
• Schedules K-2 and K-3 reporting requirements
• Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
• At-risk and passive activity loss considerations
• 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

Standard Member Fee	$129.00
Standard Nonmember Fee	$129.00