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

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



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

year

2023, 2024

version

01

Credits

4

Format

On Demand

Pre-requistes:

Experience with business clients

Knowledge Level:

Intermediate

Major Topics:

  • Related party transactions: making them work
  • New tax basis capital account reporting requirements
  • Income splitting and shifting with family
  • Recent COVID-19 legislation, including the FFCRA, CARES Act, CAA 2021, and ARPA, with an emphasis on provisions relevant to pass-through entities

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