Key Parnership & S Corporation Tax Planning Strategies [BTS4]
Time: 8:30am - 12:00pm
Subject:
TaxationCredit Hours:
4.00Price:
Member: $150.00
Non-member: $225.00
Discussion Leader:
Susan Smith, CPA
more info
Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.
closeWebsite registration for this course closes on September 17, 2018. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Key Partnership & S Corporation Tax Planning Strategies (BTS4)September 18, 2018
Fireweed Conference Center
725 E. Fireweed Lane
Anchorage, AK
LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.
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:
- Legislative developments
- Basis planning: at-risk and passive considerations
- Net investment income planning, including planning for repeal
- Related party transactions: making them work
- Income splitting and shifting with family can create considerable benefits
- Compensation for pass-through owners
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
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
CPE Credits: 4, Taxation
Level of Knowledge: Intermediate
Prerequisite: Experience with business clients
Acronym: BTS4
Discussion Leader: Susan Smith, CPA
