Hot Topics in Partnership Taxation

OL1619  |  On Demand Course  |  Update  |  Self-Study

Description

Explore key partnership tax developments, including QSBS changes under the OBBBA, planning strategies for conversions, SECA limited partner rules, and the intersection of investment partnership rules with 1061. Gain practical insights to navigate compliance and optimize tax outcomes.

This course is part of the 2025 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.

Credits

Number of Credits Type of Credits
1.00 Taxes

Prices

Member (Early Bird)
$59.00
Non-Member (Early Bird)
$99.00
Member
$59.00
Non-Member
$99.00
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

Jackson B. Ferrell, JD

Jackson is an associate at Frost Brown Todd in the firm’s Tax, Benefits, and Estates practice group, where he advises clients on a broad range of tax matters. Originally from Nashville, he earned his undergraduate degree in Economics from Furman University, a Master of Accountancy (Valuation) from Vanderbilt University’s Owen Graduate School of Management, and a Juris Doctor from Vanderbilt Law School.

During law school he served on the board of the Environmental Law and Policy Annual Review as a research assistant and gained practical experience through the Turner Family Community Enterprise Clinic and the Housing Law Clinic.

In addition to his legal background, Jackson worked as a CPA (inactive) at a Big Four accounting firm, where he focused on both Business Valuation and Economic and Statistical Consulting. In that role, he assisted clients with intangible asset and complex security valuation, as well as climate risk assessment modelling.

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Megan Vandermeer, JD

Megan is an associate at Frost Brown Todd. She practices in both employee benefits, with a focus on ERISA matters and federal tax planning. She has experience assisting clients with the implementation and administration of various employee benefit plans, including equity compensation plans, health and welfare plans, and employee stock ownership plans.

In her employee benefits practice, Megan guides employers through complex regulatory landscapes, ensuring compliance with the Internal Revenue Code, HIPAA, COBRA, and the Affordable Care Act, among others. Megan has been involved in several annuity transactions, advising plan sponsors and fiduciaries on lift-out strategies and plan terminations. Her work supports clients in managing pension liabilities while maintaining regulatory compliance.

On the federal tax planning side, Megan supports clients in navigating tax considerations for business formations and reorganizations. She assists with entity selection and structuring, for partnerships, S corporations, and C corporations. Megan also provides guidance on tax benefits under Section 1202 for qualifying small businesses, helping clients maximize potential gains. Additionally, she drafts operating and shareholder agreements, ensuring businesses are set up efficiently from both a legal and tax standpoint.

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Brian S. Masterson, JD, LLM, CPA

Brian is a member of the Tax Practice Group at Frost Brown Todd. He concentrates his practice on tax planning and tax controversies, mergers and acquisitions, and joint ventures. In addition, Brian has recently focused a significant amount of his practice on advising clients with respect to establishing Opportunity Zone Funds and Qualified Opportunity Zone Businesses.

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