Key Partnership and S Corporation Tax Planning Strategies
Presenter
John Kilroy,
Managing Partner,
IValue Financial Planning, LLC
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.
