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Friday, November 21, 2025 Live Webcast

Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (E2511332)

11:00 AM - 12:40 PM EDT

Registration: 10:30 AM EDT

webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner.

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

DESIGNED FOR

CPAs and tax practitioners who work with S corporation business clients and S corporation shareholders

BENEFITS

  • Recognize the formula for calculating S corporation shareholder basis
  • Identify the items of income and deduction that are allocated to AAA, PTI, AE&P, and OAA
  • Calculate the tax effects of a distribution on shareholder basis and AAA

HIGHLIGHTS

  • S corporation earnings layers
  • Observations on earnings layers
  • S corporation basis calculation
  • IRC 351 transactions
  • Four loss tiers
  • Appreciated property distributions

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Gregory Carnes

Gregory A. Carnes
(4.6)

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