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Wednesday, November 25, 2020 Webcast

Advanced Tax Planning S Corporations (X3-2206997)

9:00 AM - 5:00 PM EST
webcast

Webcast

8.0 CPE Credits in TX

OVERVIEW

As a tax practitioner, you need to understand the intricacies of the ever-popular S Corporation form of doing business and consider the tax affect various types of S Corporation distributions will have on its shareholders. Updated for the latest guidance on tax reform, this course examines planning and reporting successful complex S Corporation transactions. The uses of Qualified Subchapter S Subsidiaries are also explored to help you min-imize your client's tax bill with winning strategies related to this type of entity.

DESIGNED FOR

Managers and partners in public accounting who assist clients with tax planning for S Corporations

BENEFITS

Apply the rules related to acquisitions and liquidations of S Corporations.

- Interpret the uses of trusts as S Corporation shareholders.

- Assess and Apply the complex rules of basis and distributions.

- Assess key points related to the use of redemptions in S Corporations.

HIGHLIGHTS

· S Corporation current developments: tax planning impact

· Compensation planning

· Basis in S Corporation stock

· Distributions

· Use of qualified subchapter S subsidiaries

· Liquidations, reorganizations, and redemptions

Estate planning and use of trusts

COURSE LEVEL

Advanced

PREREQUISITES

Basic knowledge of S Corporation taxation

INSTRUCTOR

Deborah Phillips

Deborah A. Phillips, CPA, MST

Surgent Professional Education

Debbie operates her own tax controversy practice where she specializes in partnership and S corporation tax law as well as IRS audits and procedures. She has been very successful petitioning and resolving tax issues under the jurisdiction of the United States Tax Court. She is proficient in Section 199A provisions and computations as well as all aspects of the Tax Cuts and Jobs Act of 2017. Previously, Debbie worked for the Internal Revenue Service (IRS) for more than 32 years, with experience in its Large Business and International Division (LB&I) and its Flow Through Issue Practice Group (IPG), along with various retail and manufacturing industry groups. In addition, Debbie taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College. She has been a seminar presenter for approximately 20 years as well as a textbook author. In 2015 through 2017, she received the Surgent Outstanding Discussion Leader Award.

PRICING

$279.00 - Member

$339.00 - Non Member

Register Today


Note: Online pre-registration will close on November 25 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA

AREAS OF INTEREST