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Corporate Tax Planning: Strategies and Ideas Webinar


Oct. 19
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $295 | Nonmember: $400

 More Information

Course No.
An understanding of the taxation of individuals, corporations, S corps and partnerships.


Identify the potential double tax system applicable to corporations and shareholders.Determine the differences between the corporate and the individual tax rate structures.Recall the tax law applicable to non-liquidating distributions, redemptions and liquidations.Determine how to use tax deductible payments to shareholders to avoid double taxation, including the risk of constructive dividends.Recall special rules related to stock losses.


Review a variety of tax subjects to effectively use a corporation to conduct a business.Cover information with regard to deciding to make or not make an S corp election. Determining how to minimize double taxation while benefitting from lower corporate tax rates. Review topics such as the sale of the corporate business, stock redemptions, transfers of assets for stock, the risk of imposition of the personal holding company tax, and the accumulated earnings tax.


John McWilliams, CPA, JD is Professor of Accounting at Golden Gate University. Previously he was a Professor of Accounting at San Francisco State University. He began his career as a tax adviser with a Big Four CPA firm. For more than 30 years, while teaching, he has been a tax adviser to lawyers and CPAs regarding the tax matters of their clients. Areas of expertise include tax issues related to buying and selling privately held businesses, financially troubled businesses, business restructuring and reorganization and ownership succession to employees or family members. Mr. McWilliams is active in CalCPA, having served as president of the San Francisco Chapter, chair of the Financial Literacy Initiative, a member of the CalCPA Board of Directors serving as Vice Chair. He is currently a member of the Taxation Committee, the Financial Literacy Committe, and the Accounting Education Committee. He has served as a California representative to the AICPA Council and is currently a member of the AICPA Financial Literacy Commission. Mr McWilliams is author of two chapters of the CCH Expert Treatise Library : Federal Taxation of Corporations & Shareholders.

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