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Performing Tax Planning for S-Corps and Partnerships (SPTP)

Customer Rating
Field of Study
Taxes
Level
Intermediate
Credits
4
Qualifies For
CPE



Price:  $39.99
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.

Additional information

Credits

4

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Taxes (Technical) (4)

Field of Study Department

Taxes (Technical)

Course Version

2019-01

CPE Approved

1

Pre-requistes:

Experience with business clients

Knowledge Level:

Intermediate

Major Topics:

  • Related party transactions: making them work
  • Basis planning: at-risk and passive considerations
  • Relevant changes from The Tax Cuts and Jobs Act of 2017 including the Section 199A pass-through deduction
  • Income splitting and shifting with family

Learning Objectives:

  • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals
  • Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs

Designed For:

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
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