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15EETPR: Tax Planning and Reporting for a Privately Held Company and its Owners

If you have questions about this event, please call us at 952-831-2707.

Date Tuesday, September 22, 2015
Time 8:30am - 4:30pm
Central Time
Location Minnesota Society of CPAs
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Map & directions
CPE credits CPE 8.0
of study
Taxes - Technical (8.0)
Instructor Mark Sellner, CPA, JD, LLM (taxation)
Sellner Tax Consulting, LLC
Standard Member Fee $399.00
Standard Nonmember Fee $449.00


You need smart business tax expertise to make decisions that will have the most favorable tax impact on both your company and the owners. With the current tax environment in flux for privately held companies and their owners, it's more important than ever to know your options. In this executive education course, discover which tax planning strategies are most beneficial today and in the future for your privately held company and its owners. Come away with the insights you need to maximize tax benefits and minimize tax burdens.

Who should take this program?

CPAs, CFOs, controllers, financial professionals and advisers of privately held companies

Major subjects

  • Choice of entity for tax-efficient operations
  • Impact of individual income tax rates and estate tax exemptions on business owners
  • Prohibitive tax consequences resulting from a change in entity type
  • Opportunities for minimizing taxes
  • Significance of Sec. 179 and bonus depreciation deductions
  • Limitations that apply to utilizing tax losses
  • Current tax incentives available for business investment
  • How to claim business incentives to invest in capital expenditures
  • Tax-efficient opportunities to redeem an owner
  • Business succession plans that make the most of individual income tax rates and estate tax exemptions
  • Structuring tax-efficient transactions for selling the business

Learning objective(s)

  • Understand how to implement tax planning opportunities to maximize tax benefits for privately held businesses and their owners


Course code Code 15EETPR
Sponsor MNCPA
NASBA ID#: 139884
Level Advanced
Format Group Live
Prerequisites Prereq. None

If you have questions about this event, please call us at 952-831-2707.

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