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4 CPE

Surgent's Key Partnership and S Corporation Tax Planning Strategies

This is a text-based course

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4 CPE

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This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

 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
  • Income splitting and shifting with family can create considerable benefits
  • Sale of ownership interest and NIIT considerations


CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax
  • Enrolled Agent - IRS Credit Eligible

Prerequisites

Experience with business clients

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

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    $ 79 79
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  • COCPA Non-Member

    $ 103 103
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