Seminar Course Description

Advanced Tax Strategies for S Corporations

Locations

CITY STATE DATES OFFERED STATE SOCIETY WEBSITE
Phoenix Arizona Nov 04, 2019 ASCPA
Atlanta Georgia Dec 05, 2019 GSCPA
Bloomington Minnesota Nov 15, 2019 MNCPA
Morrisville North Carolina Dec 17, 2019 NCACPA

The tax practitioner needs to understand the intricacies of the ever-popular S Corporation form of doing business. One must consider the tax affect various types of S Corporation distributions will have on its Shareholders. Successful winning strategies related to complex S Corporation transactions are examined. Protect your shareholder/clients with careful compensation planning and advanced planning for liquidations and redemptions of shareholder stock. Explore the advantages of using Qualified Subchapter S Subsidiaries to help you minimize your client’s tax bill.

Learning Objective

When you complete this course you will be able to:

  • Apply the rules related to acquisitions and liquidations of S Corporations.
  • Recall the uses of trusts as S Corporation shareholders.
  • Recognize and apply the complex rules of basis and distributions.
  • Recall key points related to the use of redemptions in S Corporations.

Topics Dicussed

  • S Corporation current developments: tax planning impact
  • Compensation planning
  • Basis in S Corporation stock
  • Distributions
  • Use of qualified subchapter S subsidiaries
  • Liquidations, reorganizations, and redemptions
  • Estate planning and use of trusts
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COURSE CODE

ADVSC

FIELD OF STUDY

  • Taxation

CPE CREDIT HOURS

8

KNOWLEDGE LEVEL

Advanced

INTENDED AUDIENCE

Managers and partners in public accounting who assist clients with tax planning for S Corporations

PREREQUISITE

Basic knowledge of S Corporation taxation

ADVANCED PREPARATION

None

DELIVERY METHOD

Group Live

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