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Monday, October 24, 2016 LiveSouthwest Jersey Chapter

Shareholder Basis (E1610589)

5:45 PM - 8:00 PM EDT

Registration: 5:00 PM EDT

The Mansion on Main Street

3000 Main Street
Voorhees , NJ 08043

2 CPE Credits in TX

OVERVIEW

This seminar will focus on an S-corporation shareholder’s stock and debt basis from formation until liquidation or sale. The seminar will review how basis is created, tracking basis in separate blocks of stock and separate debt obligations, allocation of income and losses, suspended losses and deductions, and liquidation or sale of the S corporation

BENEFITS

Earn 2 CPE credits in Taxation.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early birds save $10 - late fee applied after October 22. Season Pass holders must register for each event.

This event is generously sponsored by SES Advisors.

INSTRUCTOR

Kristin Schmid

Kristin L. Schmid, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Ms. Schmid earned her J.D. from Villanova University School of Law specializing in Corporate Law, and earned her bachelor’s degree at the University of Pennsylvania where she majored in Political Science and Economics. Ms. Schmid is currently pursuing her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is admitted to practice in Pennsylvania and New Jersey. Prior to joining the firm, Ms. Schmid was a Senior Tax Associate at PricewaterhouseCoopers LLP where she specialized in Mergers and Acquisitions. While at PwC, Ms. Schmid handled the federal tax implications of complex merger and acquisition transactions involving Fortune 500 corporations. Her experience includes spin-offs, carve outs, liquidations, taxable transactions, and non-recognition transaction

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form