Surgent’s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

Online

# of CPE Credits

8

Description

As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

Objective

Identify current issues that practitioners are most often called on to address Be familiar with planning techniques employed in dealing with the life cycle of pass-through entities Distinguish the roles S corporations and partnerships/LLCs play in the changing tax environment Evaluate the impact of recent legislation, guidance, and judicial decisions Identify planning opportunities under current laws and regulations Be familiar with the results of the case studies that reinforce key learning points Be familiar with retirement plan provisions of the SECURE Act 2.0

Advanced Preparation

None

Required Knowledge

A basic course in partnership theory and S corporation theory

Who Should Attend

Accounting and Financial Professionals in public accounting and industry who want to learn planning strategies relevant to S corporations, partnerships, and LLCs

Credit Types

    CPE – Taxes

Event Level:Intermediate
Event Code:TPGS-2026-01-WEBNR-233-01
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:CPE - Taxes
Other fields:
  • Enrolled Agent

Registration Fees

Registration Type Price
WRS31026: Registration – Member Mem $305
WRS31026: Registration – Non-Member NM $505

CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.