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2026 KY Chapter Education in the Bluegrass Event - Louisville, KY

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Session details

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

Instructor
Daniel Valcarcei
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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

Instructor
Samantha Floyd
Duration
150 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 3Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 3Designation: EAField 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

Instructor
Jared Foos
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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

Instructor
Jared Foos
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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

Instructor
Jared Foos
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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

Instructor
Jared Foos
Duration
100 minutes
Delivery method
Group Live

CPE

Governing body: IRSCPE credits: 2Designation: AFSPField of study: Federal Tax Law Topic
Governing body: IRSCPE credits: 2Designation: EAField 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.