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Corporate Tax Planning

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE Basic Understanding of Taxes Taxes​ Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-302 / QAS-DS-302 25 Danny Santucci, JD Corporate Tax Planning IRS Crs Id:E ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE Basic Understanding of Taxes Taxes​
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-302 / QAS-DS-302 25 Danny Santucci, JD

Corporate Tax Planning


IRS Crs Id:EWTFM-T-00352-15-S

Course Description:
This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.

Who Should Attend: CPAs

Topics Covered:
CHAPTER 1 Business Forms & Characteristics
CHAPTER 2 Corporate Formation & Capitalization
CHAPTER 3 Corporate Principals & Employees
CHAPTER 4 Basic Fringe Benefits
CHAPTER 5 Business Entertainment
CHAPTER 6 Insurance
CHAPTER 7 Retirement Plans
CHAPTER 8 Nonqualified Deferred Compensation
CHAPTER 9 S Corporations
CHAPTER 10 Business Dispositions & Reorganizations

Learning Objectives:

1. Specify the advantages and disadvantages of sole proprietorships including self-employed taxes and payment requirements and identify the characterization of sole proprietorship assets upon disposition.

2. Recognize partnerships identifying the advantages and disadvantages, recall partnerships taxation particularly the application of the passive loss (§469) and at-risk rules (§465), and choose correct partnership income or loss reporting noting husband and wife partnerships and limited partnerships.

3. Identify the reporting requirements of estates, trusts and unincorporated associations, determine what constitutes a “corporation” from a subchapter S or regular corporation, specify the characteristics of a personal service corporation noting the alternative minimum tax for such corporations, and identify preferences and adjustments that apply to different types of taxpayers.


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