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Key Partnership and S Corporation Tax Planning Strategies Webinar

Oct 8
1:30 - 5:30 p.m.

Online

4.00-Tax
CPE Credits

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.
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


Registration

PICPA Member: $159
Nonmember: $209

More Information

Course No. BTS4-2024-01-WEBNR-282-01 Level: Intermediate

Prerequisites: Experience with business clients

Notes
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.

Speaker(s)

Robert Lickwar