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Key Partnership & S Corporation Tax Planning Strategies

1:00 pm–4:45 pm ET

# of CPE Credits

4

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.

Objective

* 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

Highlights

* Relevant changes from The Tax Cuts and Jobs Act of 2017, including detailed treatment of Section 199A * Basis planning * Related party transactions: making them work * Income splitting and shifting with family can create considerable benefits

Who Should Attend

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

Required Knowledge

Experience with business clients

Advanced Prep

None

Event Speaker(s)

Mr. John M. Kilroy, CPA, CFP ( Surgent & Associates, LLC, Radnor, PA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Share This Event

Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Taxes
Level: Intermediate
Other:Enrolled Agent

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0021022

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$145.00
Non-MemberN/A$195.00
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.