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Session details
- Instructor
- Daniel Valcarcei
- Duration
- 100 minutes
- Delivery method
- Group Live
- Instructor
- Samantha Floyd
- Duration
- 150 minutes
- Delivery method
- Group Live
- Instructor
- Jared Foos
- Duration
- 100 minutes
- Delivery method
- Group Live
- Instructor
- Jared Foos
- Duration
- 100 minutes
- Delivery method
- Group Live
- Instructor
- Jared Foos
- Duration
- 100 minutes
- Delivery method
- Group Live
- Instructor
- Jared Foos
- Duration
- 100 minutes
- Delivery method
- Group Live
Description
A High-level overview of tax strategies involving businesses of married couples covering Sole Proprietorship, Qualified Joint Ventures, Partnerships, S-Corps and C-Corps. There will also be an in-depth discussion of tax strategies for hiring children. At the end of this session, you will have the knowledge to discuss with your clients the best business structure of their "Family Business".
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
Description
This course provides a practical, step-by-step roadmap for navigating the regulatory landscape of business ownership in the Commonwealth of Kentucky in accordance with the regulations at both the Commonwealth and Federal levels. Whether you are launching a new venture or winding down an existing entity, this course bridges the gap between tax requirements and administrative execution.
Details
CPE
| Governing body: IRS | CPE credits: 3 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 3 | Designation: EA | Field of study: Federal Tax Law Topic |
Description
Election S Corporation status can be a powerful tool or an expensive distraction. In this session we walk through the real decision drivers behind the S-corp election and the compliance friction that comes with "saving" self-employment tax. By the end of the session participants will be able to (1) apply a practical S-Corp decision framework; (2) calculate a defensible break-even analysis and (3) explain and implement "reasonable compensation.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
Description
Basis is one of the most common "silent killers" in tax planning and tax prep - everything looks fine on the return until a distribution becomes taxable, a loss is disallowed or a sale triggers unexpected gain. Basis: Pen to Paper is a practical step-by-step workshop focused on how to actually compute and document basis the way the IRS expects. The emphasis is on building repeatable workpapers that reduce errors, prevent nasty surprises and support the position in an audit.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
Description
"The Reasonable Comp Reality Check" is a practical, audit-minded session designed to help tax pros cut through the noise and set defensible W-2 Wages for S-Corp shareholder-employees. We will cover what the IRS actually cares about. By the end of the session participants will be able to (1) explain the IRS rationale for reasonable compensation (2) Identify common audit triggers and red flags (3) apply a consistent wage-setting framework and (4) coordinate reasonable compensation with related planning areas.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
Description
This is a practical, step-by-step session on ending an S corporation cleanly - without leaving behind the "crime scene" evidence that triggers notices, penalties, or unpleasant surprises for the shareholder. Using a light investigative theme, we'll walk through how to determine the right exit path. By the end of the session, participants will be able to (1) differentiate common S-Corp "endings" (2) Outline the final-year filing roadmap (3) Analyze liquidation and final distribution consequences (4) prevent common S-Corp closing mistakes and (5) build a repeatable "S-Corp closing file" checklist.
Details
CPE
| Governing body: IRS | CPE credits: 2 | Designation: AFSP | Field of study: Federal Tax Law Topic |
| Governing body: IRS | CPE credits: 2 | Designation: EA | Field of study: Federal Tax Law Topic |
CPE sponsor disclosure
The CPE associated with this education is provided by the Kentucky NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: 76UG7
See our CPE sponsor page for more information on reporting.