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23WA-8868: S Corporation Checkup: Key Tax Issues & Forms Reporting (Webinar)

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

Tuesday, February 27, 2024
10:00am - 1:45pm Central Time
4 CPE (4 technical)  |  4 IRS CE

Alternate dates & more options

  • Thursday, April 25, 2024 - Webinar

A detailed analysis of the calculations related to determining a shareholder's tax basis for S Corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Major subjects

  • Discuss the calculation of basis when the entity is formed including the impact of contributed property
  • Explain the importance of shareholder loans to the entity
  • Schedules K-2 and K-3
  • S Corporation losses and how they impact Form 1040 Schedule E reportin

Learning objective(s)

  • Apply recent legislative development impacting S Corporations and their shareholders
  • Identify the tax issues related to S Corporation owner's basis for shares and loans from formation through operations and concluding with sale and/or liquidation

Who should take this program?

CPAs working in public accounting firms and/or working for an S Corporation

Fees

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $129.00
checkmark Standard Nonmember Fee $129.00

More program information

Instructor Steven Dilley, PhD, CPA, JD
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Basic working knowledge of S Corporation taxation
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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