Events Search
  Summary & Check Out (0)
Monday, June 21, 2021 Live Webcast

Key Partnership and S Corporation Tax Planning Strategies (E2106172)

9:00 AM - 12:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

4.0 CPE Credits in TX

OVERVIEW

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. Continually updated for items regarding tax reform, including 2021 stimulus bill(s).

This course features a live instructor and has been specifically designed for the NJCPA.

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

BENEFITS

  • 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.

HIGHLIGHTS

  • Relevant changes from The Tax Cuts and Jobs Act of 2017 including detailed treatment of Section 199A
  • Basis planning
  • Related party transactions: making them work
  • Income splitting and shifting with family can create considerable benefits

COURSE LEVEL

Intermediate

PREREQUISITES

Experience with business clients.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for IRS credit.

INSTRUCTOR

John Kilroy

John Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

PRICING

$189.00 - Member

$264.00 - Nonmember

Register Today


Note: Online pre-registration will close on June 21 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST