Advanced Tax Planning S Corporations: Tax Staff Essentials

Jul 6, 2026 8:00am - 3:30pm

(Check-In 8:00am )

Online

7.50 Credits

Member Price $279.00

Non-Member Price $349.00

Overview

Intricacies of the S corporation form.

S corporations represent a special tax structure with unique rules and limitations. For those who've mastered the basics of the S corporation form, this course delves into advanced matters related to the ever-popular form:

Basis in S corporation stock

Compensation planning

Use of qualified subchapter S subsidiaries

S corporations in estate planning

Updated for recent developments, including H.R. 1

It's important to stay current on legislation and IRS publications that affect S corporations, including H.R. 1, commonly referred to as OBBBA. Learners also gain insight into instances in which the IRS has permitted cures of a defective S corporation election or an involuntary S termination.

The course also includes:

Recently released revenue procedures

New private letter rulings

Other key pronouncements that are crucial to providing quality services to S corporation clients

Part of Tax Staff Essentials Level 4
This self-study online course is part of Tax Staff Essentials Level 4, a comprehensive learning program that provides tax managers, directors and partners with the advanced technical training required to work with their most sophisticated clients.