1065 Mastering Preparation & Planning Part 1 Webcast [GG1065]

Dec 16, 2025
Time: 07:00am-10:30am

Subject:

Taxation

Credit Hours:

4.00

Price:

Member: $180.00
Non-member: $250.00

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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 December 15, 2025. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

1065 Mastering Preparation & Planning Part 1 Webcast (GG1065)

December 16th, 2025 / 7:00 am 10:30 am Alaska Time

Live Webcast / Washington Society of CPAs Virtual Classroom

The IRS has made important changes to the Form 1065. Well present a comprehensive course on preparing Form 1065, including in-depth treatment of the important new changes. Join experts Greg White, CPA, and George Koutelieris, CPA as they walk you through how to complete Form 1065 and apply new rules that are crucial to preparing partnership tax returns.

Highlights:
Changes on Schedule K. Schedules K-2 and K-3. When does a business involving spouses require a partnership return? How to eliminate late-filing penalties for partnership returns. When must a partnership return be filed? How to apply the bonus depreciation rules to partnership step-ups under Schedule 743. New IRS form allowing revocation of section 754 election. When its possible to revoke the election. Answering Form 1065 questions on passive activity grouping.

Learning Objectives:
Identify circumstances under which a business involving only two spouses requires a partnership return. Identify strategies to eliminate late-filing penalties for partnership returns. Compute bonus depreciation on partnership step-ups under Schedule 743. Identify circumstances where a partnership can revoke a section 754 election. Recognize how to determine how to answer Form 1065 questions on passive activity grouping.

Designed For: CPAs and tax practitioners.

CPE Credits: 4, Taxation

Level of Knowledge: Basic

Prerequisite: None

Acronym: GG1065

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