[WEB] New Businesses - Advising Clients on Related Tax Issues

Course Details

Date

Tuesday, July 18, 2023

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

Course Number

NBIC4

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate

Vendor

Kaplan Financial Education

Prerequisites

Experience advising clients on tax matters.

Description

LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

One of the biggest tax mistakes made by businesses involves the selection of an inappropriate entity type or not properly handling the rules that apply to allow certain structures to be formed tax free. Should a client be a corporate tax entity? Is it possible that they might qualify for a tax-free exit under Section 1202 so that a C corporation makes sense? Maybe an S election is better? Or is this all wrong and is a tax partnership structure far more appropriate? This course will help participants understand both how to advise clients to select a proper entity and how to structure the formation to reduce or totally eliminate immediate taxation.

Objectives

Participants will be able to:

  • Explain the advantages and disadvantages of various business structures
  • Recognize new businesses that could be formed to allow a tax-free exit via Section 1202
  • Properly report the transactions related to business formations on tax returns

Registration for this course has passed.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by July 11, 2023.

$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 July 11, 2023.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $350.00

CPE Choice

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

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