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Tuesday, December 24, 2024 Live Webcast

Key Partnership and S Corporation Tax Planning Strategies (X1-BTS4-2024-01-WEBNR-359-01)

9:00 AM - 12:30 PM EST
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.

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

COURSE LEVEL

Intermediate

PREREQUISITES

Experience with business clients

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Robert Lickwar

Robert Lickwar, CPA

Bob Lickwar is a Tax Managing Director with UHY Advisors in the company’s Farmington, Connecticut, office. He has 37 years of experience and has spent most of his career practicing in all areas of taxation, particularly pass-through entities, high net worth individuals, and small businesses and their owners. Bob received his undergraduate degree in accounting from Central Connecticut State University, and his master's in taxation from the University of Hartford. Bob has been a frequent presenter on various tax matters for roughly 15 years.

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 24 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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