ACTS
SURGENT McCOY'S ADVANCED CRITICAL TAX ISSUES FOR S CORPORATIONS

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

Major topics include:

  • Cases, rulings, and tax law changes affecting S corporations
  • Compensation planning in S corporations, including limitations in a family-controlled business
  • Use of redemptions
  • Planning for the liquidation of an S corporation
  • Tax issues for family ownership of S corporation stock
  • Stock basis: Loss limitations, AAA, and distribution issues in depth
  • Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance
  • Timing of cash and property distributions
  • Subsidiary operations
  • Are further major changes coming to Subchapter S?

Designed for: All practitioners and controllers who have attended a basic S corporation course and want to understand more complex issues and their practical implications.

Level of knowledge: Advanced

Field of study: Taxes


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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
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