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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent Webcast

CPE

When
Nov. 7
8:00 a.m. - 4:00 p.m.

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $259 | Nonmember: $359

CLE Credit Add-On: $50


 More Information

Course No.
581304
Level
Update
Prerequisites
Experience with pass-through entity clients
Note
This is a 8 credit webcast

Description

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

Highlights

• Timely coverage of breaking tax legislation
• Schedules K-2 and K-3 reporting requirements
• Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
• Overview of the economics and tax consequences of crowdfunding campaigns
• The Centralized Audit Regime
• Selected Practice and Reporting Issues: What’s new?
• A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
• Choice of entity issues
• Employee vs independent contractor considerations that companies should be aware of, including the recently reinstated Department of Labor Final Rule
• Split-dollar arrangements
• A review of like-kind exchange transactions under §1031
• IRC §163(j) considerations in 2022
• State and local taxes: pass-through entity workarounds
• Carried interest
• Accounting method reform
• Special basis adjustments
• Impact of the net investment income tax on the owners of pass-through entities
• Review of the most important business tax cases, revenue rulings, PLRs, etc.



Speaker(s)

Michael E. Reilly, CPA, ChFC, CLU, CASL
Sole Practitioner

Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. His practice focuses on tax and financial planning and consulting for individuals and small businesses.

In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College.

Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and  Chartered Life Underwriter (CLU) designations from the American College.


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