CPE Course Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

January 8, 2019

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after December 18 and pay $279.00
Non-member Price $359.00Register after December 18 and pay $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Intermediate

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who are responsible for tax planning for their clients and/or companies

Objective

Business clients seek practical solutions to their tax issues, and this course provides advisors with effective tax planning strategies for the closely held business. Include in your advisory attaché case ammunition which will assist businesses in dealing with employee-related issues, depreciation, related parties, buy-sell agreements, fringe benefits, and so on. Providing sound advice will be a money maker both for clients and your firm.

Learning Objectives:
* Understand what strategies and techniques are most appropriate for businesses in dealing with employee-related issues
* Detailed discussion of some of the finer points regarding a multitude of topics which business and tax planners utilize to assist and advise clients

Highlights

* Current year, baselines, and general business issues, including planning strategies related to 2017 tax reform
* Are your clients taking full advantage? The broad inventory of fringe benefit possibilities
* Strong passwords and advanced mathematics
* Medical benefits: Long-term care, HSAs, cafeteria plans, COBRA compliance, disability
* Planning an auto purchase? Comparing vehicle depreciation over the first four years
* Maximizing retirement benefits
* Pension plans -- Are they now more valuable, and what are the best options? Are 401(k) plans not as good, and could defined benefit plans make a comeback?
* The Light Brigade failed due to poor instructions, let us follow the right path in basis calculations
* Hiring family members: Several benefits in addition to income splitting and shifting
* C corporations: Are they qualified personal service corporations?
* Is cash basis accounting for service corporations in jeopardy?
* Basis triad review
* Utilizing buy-sell agreements
* Employing life insurance in business
* Related-party transactions: Making them work
* Expounding travel and entertainment
* Methods of accounting: When do you use accrual instead of cash? When can you use cash?
* Shortening of depreciation schedules due to tax friendly safe-harbors

Instructors

Robert M. Gilwee, Jr., MS, CPA

Robert M. Gilwee, Jr., MS, CPA, is a member of the accounting firm of Gilwee and Green LLC. He has more than 20 years of practice experience in taxation. His background includes assistance in resolving tax-structuring issues using LLCs, S corporations and other entities. He is a frequent discussion leader on a variety of taxation topics. He received the 1985 Top Manuscript Award from Coopers & Lybrand and he is a member of the adjunct faculties of several colleges in his area. He is also an instructor in the Lambers CPA review course.close

Prerequisites

Experience with business clients

Developer

Surgent McCoy CPE, LLC

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