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PRODID://NDCP//498110
BEGIN:VEVENT
DTSTAMP:20260429T130000
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DTSTART:20260511T130000Z
DTEND:20260511T210000Z
UID:498110
SUMMARY:Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS)
LOCATION:Webinar
DESCRIPTION:Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS)\n\n05/11/26 08:00 AM CST\n - 05/11/26 04:00 PM CST\Description:\nAs long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.Objectives:
 Identify current issues that practitioners are most often called on to address
 Be familiar with planning techniques employed in dealing with the life cycle of pass-through entities
 Distinguish the roles S corporations and partnerships/LLCs play in the changing tax environment
 Evaluate the impact of recent legislation, guidance, and judicial decisions
 Identify planning opportunities under current laws and regulations
 Be familiar with the results of the case studies that reinforce key learning points
 Be familiar with retirement plan provisions of the SECURE Act 2.0
 Presenters:Michael Frost, CPAField of Study:Taxes (8)Major Topics:
 Tthe One Big Beautiful Bill Act and other cases, rulings, and regulations
 Provisions of Revenue Procedure 2022-19: Relief for S corporations
 Legislative update on retirement plan changes of the SECURE Act 2.0
 How to handle liabilities of LLCs
 Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more
 Section 199A pass-through deduction planning
 Partnership planning -- Structuring partnership distributions and transfers of interests
 Optional basis adjustments -- §§754 and 732(d)
 Planning for the utilization of §179 and for the scheduled phase out of bonus depreciation 
 Basis, distribution, redemption, and liquidation issues of S corporations
 Compensation in S corporations
 Sale of a partnership -- the best planning concepts
 What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning
 Partnership and LLC allocations
 A brief look at possible future changes to the taxation of pass-through entities
 The who, what, when, where, and how of the new FinCEN BOI reporting requirements
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS)<br /><br />05/11/26 08:00 AM CST - 05/11/26 04:00 PM CST<br />Description:<br />As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.<br><br><b>Objectives:</b><br><div>
<ul>
    <li>Identify current issues that practitioners are most often called on to address</li>
    <li>Be familiar with planning techniques employed in dealing with the life cycle of pass-through entities</li>
    <li>Distinguish the roles S corporations and partnerships/LLCs play in the changing tax environment</li>
    <li>Evaluate the impact of recent legislation, guidance, and judicial decisions</li>
    <li>Identify planning opportunities under current laws and regulations</li>
    <li>Be familiar with the results of the case studies that reinforce key learning points</li>
    <li>Be familiar with retirement plan provisions of the SECURE Act 2.0</li>
</ul>
</div><br><b>Presenters:</b><br>Michael Frost, CPA<br><br><b>Field of Study:</b><br>Taxes (8)<br><br><b>Major Topics:</b><br><div>
<ul>
    <li>Tthe One Big Beautiful Bill Act and other cases, rulings, and regulations</li>
    <li>Provisions of Revenue Procedure 2022-19: Relief for S corporations</li>
    <li>Legislative update on retirement plan changes of the SECURE Act 2.0</li>
    <li>How to handle liabilities of LLCs</li>
    <li>Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more</li>
    <li>Section 199A pass-through deduction planning</li>
    <li>Partnership planning -- Structuring partnership distributions and transfers of interests</li>
    <li>Optional basis adjustments -- &sect;&sect;754 and 732(d)</li>
    <li>Planning for the utilization of &sect;179 and for the scheduled phase out of bonus depreciation&nbsp;</li>
    <li>Basis, distribution, redemption, and liquidation issues of S corporations</li>
    <li>Compensation in S corporations</li>
    <li>Sale of a partnership -- the best planning concepts</li>
    <li>What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning</li>
    <li>Partnership and LLC allocations</li>
    <li>A brief look at possible future changes to the taxation of pass-through entities</li>
    <li>The who, what, when, where, and how of the new FinCEN BOI reporting requirements</li>
</ul>
<br />
</div><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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