In partnership with VSCPA, this program will be held on the VSCPA Zoom platform. Your Zoom link will be sent out to you via email prior to the event.
In pt two of this four-pt series, tax experts Greg White, CPA, and George Koutelieris, CPA, will dive into the strategies you need to minimize the impact of the passive activity rules. You’ll learn all seven methods for meeting the “material participation” rules and get the latest insights from recent case law on how these rules are being applied today. We’ll break down which activities and time count toward material participation (and what doesn’t) — and give you practical guidance on how to properly document your clients’ hours to stay audit-ready and compliant. If you’ve ever wrestled with the nuances of material participation, this session will make it clear, manageable, and immediately useful. Part 2
Event Level: Basic
Who Should Attend: CPAs and tax professionals involved in the world of tax
Required Knowledge: None
Advanced Preparation: None
Vendor: Don Farmer Tax Education
Speaker: Koutellieris, George
Speaker: White, Greg