On-Demand Self-Study

New York PTET Guidance Update - 09/11/2023

In the three years since New York enacted its Pass-Through Entity Tax (PTET), there have been numerous changes, additions, clarifications, as well as continued confusion on some issues. This session will provide a refresher and feature updates on the New

On-Demand Self-Study

•    General update on changes to NY PTET in 2023

•    All about addbacks

•    NYC PTET

•    Calculating and making estimated payments

•    Filing issues

•    Revoking elections and amending returns

•    Resident credit questions

•    PTET for investment partnerships and holding companies

Learning Objectives

  • Identify and understand changes to New York’s Pass-Through Entity Tax (PTET)
  • Recognize the impact of the changes on filing, investment partnerships, and holding companies


Major Topics

•     General update on changes to NY PTET in 2023


•     All about addbacks


•     NYC PTET


•     Calculating and making estimated payments


•     Filing issues


•     Revoking elections and amending returns


•    Resident credit questions


•    PTET for investment partnerships and holding companies

CPE Credits Available

0
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, CFPs, attorneys, and other tax professionals

Provider

Foundation for Accounting Education

Purchase This Course

  • NYCPA Member

    $ 25 25
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  • NYCPA Non-Member

    $ 75 75
    Your Price

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