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Date / Time / Location

Friday, December 6, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

The Wilshire Grand Hotel
350 Pleasant Valley Way
West Orange, NJ 07052
973-731-7007

CPE Credits

  • 8.00 CPE Credits in TX

Package Pricing

In-Person Registration
  • $279.00 - Member
  • $379.00 - Non Member

Course Developer

New Location - Wilshire Grand, W. Orange
This year more than ever, practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated for developments.

Designed For

All tax practitioners who need the latest information on tax changes affecting their business clients or employers.

Benefits

  • Understand the major issues on which taxpayers and the Service are in conflict
  • Understand how tax reform effects planning for pass-throughs
  • Understand what pass-throughs can do in light tax reform

Highlights

  • Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A
  • Selected practice and reporting issues
  • Key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
  • Basis issues: at-risk, passive activities for partnerships and LLCs
  • Debts between entity and the investors: open-account and written debt; defining bona fide debt for back-to-back loans
  • Impact of the net investment income tax on the owners of pass-through entities
  • Section 751(b) distributions
  • Any late-breaking tax legislation
  • Review of the year’s most important business tax cases, revenue rulings, PLRs, etc

Course Level

Update

Prerequisites

Experience with pass-through entity clients.

Advance Preparation

None

Additional Notes

  • This seminar qualifies for IRS credit.
Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Note: Online pre-registration will be closed 24 hours prior to this event.
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Registrations will be accepted at the door.

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 Sparks, 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. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.

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