Kentucky Society of Certified Public Accountants

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.

Prerequisites

Experience with business clients

Objectives

Understand how the strategies and techniques in business-related tax planning are modified for passthroughs
Understand the special problems when transactions involve the business, its investors, and related businesses and individuals

Highlights

New Tax Basis Capital Account reporting requirements
Recent COVID-19 legislation, including the FFCRA, CARES Act, CAA 2021, and ARPA, with an emphasis on provisions relevant to passthrough entities
At-risk and passive activity loss considerations
Basis planning
Related party transactions: making them work
Income splitting and shifting with family can create considerable benefits
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Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SUS0077

4 CPE Credits

Tax: 4 Credits

Registration

Member Price:

$79

Non-member Price:

$109