Surgent's S Corporation, Partnership & LLC Tax Update [BCP4]

Sep 23, 2022
Time: 08:30am-12:00pm



Credit Hours:



Member: $160.00
Non-member: $240.00

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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.

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Website registration for this course closes on September 22, 2022. To register after this date please contact the society at or 907-562-4334.

Full Description

Surgent's S Corporation, Partnership & LLC Tax Update (BCP4)

September 23rd, 2022 / 8:30 am 12:00 pm

Pike's Waterfront Lodge
1850 Hoselton Drive / Fairbanks, AK

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

Major Topics:
- Timely coverage of breaking tax legislation
- Schedules K-2 and K-3 reporting requirements
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- A review of like-kind exchange transactions under section 1031
- Guidance on the impact of recent legislation on S corporations and partnership entities
- Detailed review of section 465 at-risk and section 469 passive activity loss limitation rules
- Partnership Audits
- Section 163(j) considerations in 2022
- Accounting method reform
- A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships

Learning Objectives:
- Understand the current planning issues for businesses
- Understand how recent legislation impacts planning for pass-throughs
-Understand what pass-throughs can do in light of tax law changes

Designed For: All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their business clients or employers

CPE Credits: 4, Taxation

Level of Knowledge: Update

Prerequisite: Experience with pass-through entity clients

Acronym: BCP4

Discussion Leader: Susan Smith, CPA