[WEB] Key Partnership and S Corporation Tax Planning Strategies

Course Details

Date

Wednesday, August 26, 2020

8:30am – 12:00pm
(Registration: 8:00am)

Course Number

BTS4

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience with business clients

Description

WEBINAR LINK WILL BE SENT A DAY PRIOR

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.

Highlights

  • The SECURE Act, including IRA and RMD changes
  • Relevant changes from The Tax Cuts and Jobs Act of 2017 including detailed treatment of Section 199A
  • Basis planning
  • Related party transactions: making them work
  • Income splitting and shifting with family can create considerable benefits

Objectives

  • 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

Designed For

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

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by August 11, 2020.

$150.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$200.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by August 11, 2020.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $300.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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