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

Code: JSDLBTS4

Date Valid for one year from purchase date
Format Self-Study (Downloadable PDF)
CPE credits CPE 4.0
Specialty
credits
4.0 IRS CE approved
Field(s)
of study
Taxes - Technical (4.0)
Fees
Standard member fee $65.00
checkmarkStandard nonmember fee $65.00

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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.

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

Major subjects

  • Tax reform update
  • Basis planning: at-risk and passive considerations
  • Net investment income planning, including planning for the possibility of repeal
  • Related party transactions: making them work
  • Income splitting and shifting with family can create great benefits
  • Compensation for pass-through owners

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

Notes:

Course code Code JSDLBTS4
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Self-Study (Downloadable PDF)
Prerequisites Prereq. Experience with business clients
Advance
prep
None