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Tuesday, October 21, 2025 Live Webcast

Key Partnership and S Corporation Tax Planning Strategies (E2510352)

9:00 AM - 12:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

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.

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

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

BENEFITS

  • Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
  • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals

HIGHLIGHTS

  • Timely coverage of breaking tax legislation
  • Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares
  • At-risk and passive activity loss considerations
  • Basis planning
  • Related party transactions: making them work
  • Income splitting and shifting with family can create considerable benefits
  • Sale of ownership interest and NIIT considerations

TAKE THEIR WORD FOR IT…

Past attendees say:
  • This was an excellent program even for people with a pass-through entity tax background.

COURSE LEVEL

Intermediate

PREREQUISITES

Experience with business clients

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Pamela Davis-Vaugh

Pamela Davis-Vaugh, CPA

Surgent Professional Education

Pamela (Pam) J. Davis-Vaughn, sometimes known as the Fabulous Tax Babe, loves providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas. Her experience as an entrepreneur covers organic farming in upstate New York, a direct mail and printing business in Dallas, and working in the oil fields in Kansas, Oklahoma, Arkansas, and Texas. She has also worked as a CFO in the Telecom industry, a tax and accounting manager for a large independent oil and gas company, and a CFO of a direct mail and printing company. Pam has taught CPE for several years as well as designed and taught multi-state tax classes for Division 1 schools in Texas. She has also authored books and articles on multi-state tax. She worked at KPMG in Multi-State Tax as well as the M&A Department and another regional public accounting firm in Dallas. She holds a BS degree in Business and Accounting from the University of Kansas and an MBA from Wichita State University. Pam has also completed post-graduate work in international tax at New York University. She holds a license to practice in Kansas, Texas, and New York.

PRICING

$199.00 - Member

$274.00 - Nonmember

Register Today


Note: Online pre-registration will close on October 21 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR