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Key Partnership and S Corporation Tax Planning Strategies (BTS4)

  • Format Self-Study Download
  • Credits 4.00
  • Level Intermediate
  • Field of Study Taxes (Technical) (4)

Overview

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.



Major Topics:

  • New Tax Basis Capital Account reporting requirements
  • The Families First Coronavirus Response Act ("FFCRA"), including the Emergency Family and Medical Leave Expansion Act, Emergency Paid Sick Leave Act, and Payroll Tax Credits
  • The Coronavirus Aid, Relief, and Economic Security ("CARES") Act, including Paycheck Protection Program loans, the Employee Retention Tax Credit, and new rules regarding Excess Business Losses, Section 163(j), and Qualified Improvement Property
  • Relevant changes from The Tax Cuts and Jobs Act of 2017 including detailed treatment of Section 199A
  • Basis planning
  • Related party transactions: making them work
  • Income splitting and shifting with family can create considerable benefits

Learning 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

Who should take this course:

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

Experience with business clients

None

Yes

No

No

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