Key Partnership & S Corporation Tax-Planning Strategies

Key Partnership & S Corporation Tax-Planning Strategies

Key Partnership & S Corporation Tax-Planning Strategies

Presenter

John Evanich, Self Employed, CPE Seminar Instructor, Pace University

Overview

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.

Learning 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.
Major Topics:
  • 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
  • How income-splitting and shifting with family can create considerable benefits
  • Sale of ownership interest and NIIT considerations
4.0 CPE Credits

Registration

Registration is open through 12/06.

Member Price

$189

Nonmember Price

$239

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $30

Friday, December 6

7:30am to 11:00am (Check-In 7:00am)

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