June 26, 2026


Livestream


8 CPE Credits

Livestream Only: Advanced Tax Planning S Corporations - Tax Staff Essentials

June 26, 2026
Livestream
8 CPE Credits

Livestream Only: Advanced Tax Planning S Corporations - Tax Staff Essentials

  • View Bio

    Instructor

    Bill
    Taylor

    View Bio

Learning Objectives

  • Interpret the rules relating to the adjustment of basis in stock by S corporation shareholders 
  • Calculate gain and loss on the distribution of property
  • Evaluate the rules concerning fringe benefits received by and expenses incurred by S corporation shareholder-employees 
  • Apply the rules relating to qualified subchapter S subsidiaries(Subs) 
  • Assess the corporate reorganization rules for S corporations
  • Evaluate the effects of a shareholder’s death on the S corporation 
  • Calculate the Section 199Adeduction

Major Topics

  • Basis in S corporation stock Distributions 
  • Compensation planning 
  • Qualified subchapter S subsidiaries 
  • Liquidations, reorganizations and redemptions 
  • Estate planning and the use of trusts 
  • Section 199A

CPE Credits Available

8 CPE Credits
8
Taxation

Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • H.R. 1
  • S Corporations
  • Taxation

Prerequisites

Foundational knowledge of Corporation taxation

Advanced Preparation

None

Intended Audience

Managers and partners in public accounting firms CPA sole proprietors specializing in taxation of S corporations Tax planning professionals

Provider

AICPA (Durham)

Register For This Event

  • MSCPA Member

    $ 290 290
    Join
  • MSCPA Non-Member

    $ 360 360
    Your Price

Please login to register.