Register For Complimentary Webinar
Even smaller matters might have big traps and significant tax implications – leading to unexpected tax liabilities for your clients and potential malpractice claims for the professionals.
During this one-hour webinar, the Tax Forum team of Chuck Levun, Michael Cohen, and Scott Miller will provide a top-level look at …
- Converting an existing S corporation to an LLC on a tax-free basis to obtain “charging order” protection
- Simple business structuring to circumvent the $10k deduction limitation for the portion of state and local income taxes attributable to partnership/LLC and S corporation income
- How not to cause your client to be one of the estimated 500k+ LLCs that incorrectly thought it was going to be taxed as an S corporation but, because of certain language contained in its operating agreement, is not an S corporation
- Personal goodwill and the C corporation business sale – identifying situations in which double tax can be avoided
Any one of these could make the difference between you being a hero or creating a significant problem for your clients.
This webinar is geared for attorneys and CPAs who handle matters (even on a limited basis) involving closely-held businesses and smaller mid-market companies.
Please bring your questions, as the presentation will include a live Q&A session.
About Tax Forum:
Tax Forum presents flow-through tax programs that are considered the preeminent training seminars for professionals who handle partnership, LLC and S corporation tax and business planning.
Tax Forum’s flagship offerings are two multiple-day seminars offered both virtually and in-person.
- Tax Planning Forum® – Our advanced course discussing the most recent structuring techniques and tax planning for closely held businesses.
- Fundamentals of Flow-Through® – An intermediate course covering foundational concepts of flow-through taxation, entity structuring, transaction planning and compliance techniques and issues for the closely held business.
Each program is a transactionally presented combination of exhibits and strategic/tactical applications. Each program includes live Q&A with our faculty members – ensuring you get the answers you need to your real-world flow-through tax issues. Each program is offered in both a virtual and in-person format.
Join Tax Forum for Fundamentals of Flow-Through® in May and June:
New for 2024, the “Fundamentals” course is being offered in May-June for those CPAs and attorneys who want to best support their extended filers, which are often the more complex returns and businesses.
Also New This Year, Two Tax Forum Self-Study Programs:
- The §465 At-Risk Rules: Important Concepts
- Planning and More Under the S Corporation §1374 Built-In Gain Rules
Both are offered on-demand and are essential for any tax professional or attorney who provides services in the flow-through arena.
You Have Questions? The Tax Forum Faculty Have Answers!
The Tax Forum team is known not only for their ability to provide straight-forward and complete answers to even the most complex and specific flow-through tax planning … but also for their willingness to spend a few minutes exploring flow-through matters with other professionals.
Please do not hesitate to contact Chuck, Michael, or Scott or any of the Tax Forum faculty at 800-286-4760, or via email if you have questions about any flow-through tax matters or want to learn more about our programs.
Chuck Levun: crlevun@lgclaw.com
Michael Cohen: mjcohen@lgclaw.com
Scott Miller: skmiller@lgclaw.com
