Surgent's Key Partnership and S Corporation Tax Planning Strategies

Start Date/Time
Thursday, July 17 2025 9:00 AM

End Date/Time
Thursday, July 17 2025 12:30PM

Credit Hours
4.00

Fields of Study
Taxes

Type
Seminar

Level
Intermediate

Member
$169.00

Non-Member
$239.00

Facility Location
Virtual Learning

Company
WEBIN

Vendor
Surgent McCoy CPE, LLC

Status
Scheduled

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Description

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.

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who are responsible for tax planning for their clients and/or companies

Objectives

Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
Understand the special problems when transactions involve the business, its investors, and related businesses and individuals

Major Subjects

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

Prerequisites

Experience with business clients