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Date / Time / Location

Tuesday, September 26, 2017
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Education Center425 Eagle Rock Avenue,
Roseland, NJ 07068
973-226-4494

CPE Credits

  • 8.00 CPE Credits in TX

Pricing

  • $399.00 - Non Member
  • $299.00 - Member

Course Developer

This seminar will go beyond the basics and address important, practical issues that every experienced practitioner must know about S corporations.

Designed For

All practitioners and controllers who have attended a basic S corporation course and want to understand more complex issues and their practical implications.

Benefits

  • Understand how stock basis, AAA, and other limitations are determined
  • Appreciate how corporation planning can be used in an S corporation to change the effects of the one-class-of-stock rule
  • Understand what S corporation issues are being debated with the Service, settled in courts, and guided by administrative decisions

Highlights

  • Cases, rulings and tax law changes
  • Compensation planning
  • Using redemptions
  • Planning for liquidation
  • Tax issues for family ownership
  • Impact of the new tax on net investment income on sales of S corporation stock
  • Stock basis: loss limitations, AAA and distribution issues
  • Debt basis: what the regulations on back-to-back loans mean to investors
  • Estate planning, including buy-sell agreements, QSubs, ESBTs and uses of life insurance
  • Built-in gains: the 5-year recognition period
  • S corporation structuring
  • Methods of accounting
  • New legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates

Prerequisites

A basic course in S corporations; some experience in advising S corporations and their shareholders.

Advance Preparation

None

Additional Notes

  • This seminar qualifies for CFP credit.
Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
Pre-Registration Closed

Online pre-registration for this event is now closed.

Robert Gilwee

Robert M. Gilwee, CPA, MS
Surgent Professional Education

Robert M. Gilwee, Jr. is a partner in the accounting firm Grandizio, Wilkins, Little, & Matthews, LLP in Towson, Maryland. He has more than 30 years of practice experience in taxation. His background includes assistance in resolving tax-structuring issues using LLCs, S corporations, and other entities. He is a frequent discussion leader on a variety of taxation topics. He received the Top Manuscript Award from Coopers & Lybrand and he is a member of the adjunct faculties of several colleges in his area. In 2015, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.

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Pre-Registration Closed

Online pre-registration for this event is now closed.