Webcast Acronym: SBTB-Pt1
Webcast Title: Larry Stein’s “S” Corporations – Going Beyond The Basics – Sophisticated Tax And Estate Planning Strategies – Part One
Recommended
CPE Hours: 4 CPE Credit Hours.
Highlights:
Come join Larry Stein as he discusses sophisticated tax and estate planning strategies for your “S” Corporation clients. In Part One of this two-part webcast, Larry will discuss “S” corporation formation/election considerations, shareholder basis (stock and debt basis), “S” corporation distributions, reasonable compensation – “S” shareholder-employee-officers, and much more. Tax and relevant estate planning matters will be discussed. The investment income tax and passive activity reporting will also be highlighted. Do not miss out on the opportunity to advance your “S” corporation tax planning knowledge.
Learning Objectives:
Upon the successful completion of this webcast, the participants will be able to:
Explain selected tax concerns regarding the formation of “S” corporations and the “S” corporation election.
Explain “S” corporation shareholder stock basis.
Explain “S” corporation debt basis.
Explain selected “Passive Activity Reporting” requirements for “S” corporations.
Explain selected net investment tax planning and compliance ideas for “S” corporations.
Major Topics:
“S” Corporation Elections.
LLC Filing As An “S” Corporation.
Tax-Free Incorporation – Special Considerations.
Single Class Of Stock Considerations.
“S” Corporation Shareholder Stock Basis.
“S” Corporation Debt Basis – The New Rules And Practical Pointers.
“S” Corporation Distributions – Key Planning And Compliance Ideas.
“S” Corporations – Selected Tax Planning Ideas.
“S” Corporations – Reasonable Compensation To Shareholder-Employee-Officers – The Latest On FICA/SECA Issues.
“S” Corporations – Shareholder SE Health Insurance Deduction – Important Considerations And Compliance Steps.
Passive Activity Reporting – Part One.
Net Investment Income Tax Compliance And Planning Strategies – Part One.
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.
NASBA Fields Of Study: Taxes.
Level: Intermediate.
Presentation Method: Live Webcast Lecture With Questions And Answers.
Recommended CPE Credit Hours: 4 CPE Credit Hours.
Advanced Preparation: Basic knowledge of federal taxation.
Prerequisites: Basic knowledge of federal taxation.
Texas Registration: 009838
“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”
Larry
Stein Continuing Education LLC
ID# 109111
Lawrence J Stein
9620
NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group
Internet-Based
Group Live Based
Larry Stein Continuing Education LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org
