Key Partnership & S Corporation Tax Planning Strategies [BTS4]

Nov 5, 2018
Time: 8:00am - 11:30am



Credit Hours:



Member: $150.00
Non-member: $225.00

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Discussion Leader:

Robert R. Thelen, CPA    more info

Robert (Bob) Thelen is the owner of Robert R. Thelen, CPA, Ltd., a small practice located in Cold Spring, Minnesota. His areas of expertise, as well as what he most enjoys lecturing about, are in the areas of: individual and entity tax planning and preparation; payroll taxes and 1099 issues; retirement planning; Social Security and Medicare planning; and representing clients before taxing agencies. Mr. Thelen was President, CEO, and sole shareholder of another CPA firm located in Cold Spring, Minnesota, from 1992-2008. The company was heavily involved with income tax returns; payroll preparation and reporting; pension plan administration and compliance; retirement and individual financial planning; representing clients before taxing agencies; and life, health, and property/casualty insurance planning and sales. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Thelen was manager of a tax department for the firm now known as Clifton Larson Allen LLC from 1989-1992. He also had a professional career as a revenue officer and then a tax auditor with the Internal Revenue Service in St. Paul, Minnesota, from 1980-1989. Mr. Thelen holds a Masters of Pastoral Ministry from St. John’s University School of Theology. He also holds a Bachelor of Arts from Metropolitan State University. He is also a member of the Minnesota Society of CPAs and other professional organizations. 

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Website registration for this course closes on November 4, 2018. To register after this date please contact the society at or 907-562-4334.

Full Description

Key Partnership & S Corporation Tax Planning Strategies (BTS4)

November 5, 2018

Westmark Fairbanks Hotel
813 Noble Street
Fairbanks, AK

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: Robert R. Thelen, CPA