Key Partnership and S Corporation Tax Planning Strategies
December 14th, 2023 - December 14th, 2023 @ 12:30PM-4:00PM
| Member Price | $160 |
| Non-Member Price | $200 |
| If you are a member, please login to activate member pricing. | |
Credits
8Description
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.
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
Major Subjects
Timely coverage of breaking tax legislation
Filing requirements for Schedules K-2 and K-3
Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
At-risk and passive activity loss considerations
Basis planning
Related party transactions: making them work
Income splitting and shifting with family can create considerable benefits
Sale of ownership interest and NIIT considerations