A Practical Approach to Quickly Filing Forms K-2 & K-3 Webcast [K2K3GG]

Feb 17, 2022
Time: 11:00am-12:00pm



Credit Hours:



Member: $75.00
Non-member: $100.00

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Discussion Leader:

George Koutelieris & Greg White    more info

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, the Alaska Society of CPAs and the Oregon Society of Certified Public Accountants.

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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Website registration for this course closes on February 16, 2022. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

A Practical Approach to Quickly Filing Forms K-2 & K-3 (with Completed Forms) Webcast (K2K3GG)

February 17th, 2022

IRS recently updated filing rules on the requirement for S corps and partnerships to file Schedules K-2 and K-3. All S corps and partnerships must either file these forms or qualify for an exemption. George and Greg will cover how to quickly and efficiently file Forms K-2 and K-3 for 99% of your clients. File Forms K-2 and K-3 now for almost all your partnerships and S corp clients.

Major Topics Covered:
- How to file the forms today, without slowing down your tax season.
- Who qualifies for the exemption from filing these forms.
- How to document that you qualify for the exemption.
- IRS guidance on avoiding penalties.
- How to complete the forms with an example that you can use as a template.

Learning Objectives:
- Preparing Forms K-2 and K-3.
- Identify clients who qualify for exemption.
-Documenting qualification for the exemption.

Designed For: CPAs and other accounting professionals

CPE Credits: 1, Taxation

Level of Knowledge: Update

Prerequisite: None

Acronym: K2K3GG

Discussion Leader: Greg White, CPA & George Koutelieris, CPA