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Advanced Tax Planning S Corporations

  • 12/30/2020
  • 8:00 AM - 4:00 PM



As a tax practitioner, you need to understand the intricacies of the ever-popular S Corporation form of doing business and consider the tax affect various types of S Corporation distributions will have on its shareholders. Updated for the latest guidance on tax reform, this course examines planning and reporting successful complex S Corporation transactions. The uses of Qualified Subchapter S Subsidiaries are also explored to help you min-imize your client's tax bill with winning strategies related to this type of entity.

Learning Objectives: 

  • Apply the rules related to acquisitions and liquidations of S  Corporations.  
  • Interpret the uses of trusts as S Corporation shareholders.
  • Assess and Apply the complex rules of basis and distributions.
  • Assess key points related to the use of redemptions in S Corporations
Topics Discussed: 
    • S Corporation current developments: tax planning impact 
    • Compensation planning
    • Basis in S Corporation stock
    • Distributions
    • Use of qualified subchapter S subsidiaries
    • Liquidations, reorganizations, and redemptions
    • Estate planning and use of trusts

    Designed For: Managers and partners in public accounting who assist clients with tax planning for S Corporations

    Level: Advanced

    Instructor: Deborah Phillips

    Developer: AICPA

    CPE Credits: 8

    Area of Study: Taxes 8

    Prerequisite: Basic knowledge of S Corporation Taxation

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