Key Partnership & S Corporation Tax Planning Strategies [BTS4]

Sep 19, 2022
Time: 12:30pm - 4:00pm



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 18, 2022. To register after this date please contact the society at or 907-562-4334.

Full Description

Key Partnership and S Corporation Tax Planning Strategies (BTS4)

September 19th, 2022 / 12:30 pm 4:00 pm

Elgee Rehfeld, LLC
9309 Glacier Highway, Suite B-200
Juneau, AK

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:
- Timely coverage of breaking tax legislation
- Schedules K-2 and K-3 reporting requirements
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- At-risk and passive activity loss considerations
- Basis planning
- Related party transactions: making them work
- Income splitting and shifting with family can create considerable benefits

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