Guide to Calculating S Corporation Shareholder Stock and Loan Basis Webinar

Aug 17
10:00 - 12:00 p.m.


CPE Credits

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.
  • Introduction to Form 7203
  • Introduction to the calculation of stock basis
  • Introduction to the calculation of loan basis
  • Taxable and nontaxable S corporation distributions to shareholders
  • The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses


PICPA Member: $89
Nonmember: $114

More Information

Course No. CSSB-2022-01-WEBNR-229-01

Level: Intermediate

Prerequisites: Basic understanding of tax rules relating to S corporations and S corporation shareholders

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.


Michael Tucker

Surgent McCoy CPE LLC