October 25, 2024


Live Webcast


NYSED 4

Key Partnership and S Corporation Tax Planning Strategies Webcast

October 25, 2024
Live Webcast
NYSED 4
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    Instructor

    Michael
    Frost

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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

Major Topics

  • 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

CPE Credits Available

NYSED 4
4
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

Experience with business clients

Advanced Preparation

Experience with business clients

Intended Audience

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

Provider

Surgent McCoy CPE LLC

This event has ended.