Surgent's Key Partnership and S Corporation Tax Planning Strategies
Description
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
- Timely coverage of breaking tax legislation
- Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares
- At-risk and passive activity loss considerations
- Basis planning
- Related party transactions: making them work
- Income splitting and shifting with family can create considerable benefits
- Sale of ownership interest and NIIT considerations
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
|
Member Fee
Applicable if you are a HSCPA member in good standing. |
$129.00 |
|---|---|
|
Non-Member Fee
Applicable if you are not a HSCPA member. |
$179.00 |
| Your Price | $179.00 |
CPE Choice
Learn more about CPE Choice.
This course does not qualify for CPE Choice.
