Key Partnership and S Corporation Tax Planning Strategies (BTS4)
June 20th, 2025 - June 20th, 2025 @ 9:00 AM-12:30PM
| Member Price |
$219 |
| Non-Member Price |
$249 |
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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.
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 Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares 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
Prerequisites
Experience with business clients
