Tax Considerations and Consequences for Closely Held Businesses (CHTX19)
Register Tell a Friend About This EventTell a Friend
 

Provide insightful recommendations for the challenges faced by your closely held business clients. Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners. The concepts are uniquely laid out in the course to allow you to easily and quickly identify those tax- saving strategies that fit your client’s situation. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

 Export to Your Calendar 12/17/2019
When: December 17, 2019
8:30 AM until 4:30 PM
Where: Hilton Garden Inn/Homewood Suites
2015 Old Minden Road
Garden Event Center
Bossier City, Louisiana  71111
United States
Presenter: Andew Blum


Online registration is available until: 12/17/2019
« Go to Upcoming Event List  

Acronym CHTX19
CPE 8 hours
Vendor AICPA
Category
Taxation
Level Intermediate
Yellow Book? No
Registration Early Bird Standard
Members* $315 $365
CPA Non-Members $415 $465
The Early Bird rate is good through 12/2.

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

AICPA members receive an additional $30 off the registration fee for this course.

Discount made at the time of checkout. Qualifying members should have received a promo code via email — if you are unsure whether you qualify, or you lost/never received your code, please call the LCPA Member Service Center at 504.464.1040 or 800.288.5272 to get your promo code.

Course Description
Provide insightful recommendations for the challenges faced by your closely held business clients. Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners.

The concepts are uniquely laid out in the course to allow you to easily and quickly identify those tax- saving strategies that fit your client’s situation. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Objectives

  • Recognize developing tax issues that are impacted by the business’ operations.
  • Recall key points concerning strategies relating to benefits, choice of entity, basis considerations, financing alternatives, passive activity, nexus, cancellation of debt, bankruptcy, and compensation.
  • Identify how to implement strategies to reduce the taxes paid by the business.
  • Recognize and plan for the impact of the business taxes upon the owners of the business.

Major Topics

  • Entity options
  • Compensation
  • Retirement plans and deferred compensation
  • Passive activities and at-risk issues
  • Shareholder/partner basis
  • Insolvency and bankruptcy
  • Business losses
  • Distressed properties
  • Tax credits
  • Succession planning
  • Multistate taxation

Designed For: Managers and partners in public accounting who assist clients with tax planning and transactions, and owners and CFOs of closely held businesses

Prerequisite: Experience in business taxation