October 17, 2025

Live Webcast

NYSED 4

Key Partnership and S Corporation Tax Planning Strategie Webcast

October 17, 2025
Live Webcast
NYSED 4

Key Partnership and S Corporation Tax Planning Strategie Webcast

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    Instructor

    Donald
    Cooley

    View Bio

    Donald Cooley

    Bio
    Donald B. Cooley, CPA is a partner in the accounting firm of Cotner, Cooley, Clark & Sharp, LLC. He has over 25 years of public accounting experience specializing in tax, accounting, and management advisory for closely held businesses and individuals. His work experience includes time with local and Big Four accounting firms. He has been an adjunct faculty member at Rio Grande University and has presented a variety of tax topics for Surgent McCoy throughout the U.S over the past three years. Mr. Cooley is a graduate of Ohio University, with a degree in Accounting.
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

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.