Basis Reconstruction - Be a Detective On-Demand Webinar


National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.

Reconstruction of a taxpayer's basis in an S corp or partnership to comply with the new Schedule E requirements can be a daunting task. This course will present a process that may make that job a bit easier.


Upon completion of this course, you will be able to:

  • Understand how basis in a pass-through entity is first established.
  • Understand how basis in a pass-through entity is affected by the activities of the entity and the shareholder or partner.
  • Know the differences in basis calculations for an S corp and a partnership.
  • Use a tracking worksheet to apply adjustments to the taxpayer's basis in a pass-through entity each year.

Course Details

This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.


Presented by: Jaye Tritz, EA, CFP®

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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