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Thursday, November 19, 2020 Webcast

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (E2011201)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Webcast

8.0 CPE Credits in TX

OVERVIEW

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.

This course features a live instructor and has been specifically designed for the NJCPA.

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

  • The SECURE Act, including IRA and RMD changes
  • Impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A
  • Partnership Audits
  • Opportunity Zones
  • Selected Practice and Reporting Issues: What’s new?
  • A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
  • Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred?
  • Sections 163(j) and 461
  • Debts between entity and the investors
  • Impact of the net investment income tax on the owners of pass-through entities
  • Any late-breaking tax legislation
  • Review of the 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. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

John Kilroy

John Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

PRICING

$289.00 - Member

$389.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

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Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST