Chattanooga Account Fest: Key Partnership and S Corporation Tax Planning Strategies

417  |  Course  |  Intermediate  |  Scheduled

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.

Credits

Number of Credits Type of Credits
4.00 Taxes
3.33 CLE

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

Prerequisites

Experience with business clients

Highlights

  • Timely coverage of breaking tax legislation
  • Filing requirements for Schedules K-2 and K-3
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • 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

Prices

Member (Early Bird)
$169.00
Non-Member (Early Bird)
$219.00
Member
$219.00
Non-Member
$269.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

William F. Taylor, CPA

Bill is President of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS. he has served as an Adjunct Assistant Professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the Association of International Certified Professional Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications. Bill has been the recipient of the Association's Outstanding Facilitator Award on multiple occasions.

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