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Self-StudySELECT STARTING AT $65

Downloadable PDF

Credits: 4

Qualifies For: IRS

$65

Textbook

Credits: 4

Qualifies For: IRS

$80
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Key Partnership and S Corporation Tax Planning Strategies (BTS4)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    4
  • Qualifies for

    IRS CPE

Overview

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.

Major Topics:

  • Post-election legislative developments
  • Basis planning: at-risk and passive considerations
  • Net investment income planning, including planning for the possibility of repeal
  • Related party transactions: making them work
  • Income splitting and shifting with family can create great benefits
  • Compensation for pass-through owners

Learning Objectives

  • 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

Who should take this course:

Designed for:

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

Prerequisite:

Experience with business clients

Advanced Preparation:

None

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