22SR-0035: Key Partnership and S Corporation Tax Planning Strategies (In-person)

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

Thursday, October 27, 2022
1:00pm - 4:30pm Central Time
4 CPE (4 technical)  |  4 IRS CE
Minnesota Society of CPAs, Bloomington

Pass-through entities are subject to additional limitations and special considerations. Explore nuanced tax planning strategies especially for closely held businesses that will maximize revenue for your clients or company.

Major subjects

• Inflation Reduction Act of 2022
• Timely coverage of late-breaking tax legislation
• Schedules K-2 and K-3 reporting requirements
• Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations
• Tax basis capital account reporting requirements
• At-risk and passive activity loss considerations
• Basis planning
• Related party transactions
• Income-splitting and shifting with family

Learning objective(s)

• Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
• Understand special problems when transactions involve the business, its investors and related businesses and individuals

Who should take this program?

CPAs and tax advisers in public practice and industry who are responsible for tax planning for their clients and/or companies

Fees

Standard Member Fee	$209.00
Standard Nonmember Fee	$259.00