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Entity Selection After TCJA

Compare and contrast tax filing requirements, tax savings, pros and cons, and other compliance matters related to business entity selection. Other entity considerations such as where to form the entity, residency status, related parties and multi-state concerns.

Objectives

Upon completion of the session, the learner will be able to:

• Distinguish QBI issues unique to S-corps, partnerships, LLCs, sole proprietors, rentals and trusts
• Outline planning strategies related to compensation, health insurance, self-rental, related businesses, global income and more
• Identify best practices for positions taken to maximize QBI and be prepared to defend QBI in an audit

Details

Jane Ryder, EA, CPA

Instructor:

Level:

Intermediate

Prerequisites:

Basic knowledge of tax issues involved in entity formations

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

0

CFP®

No

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.