Vermont Society of Certified Public Accountants
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Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships - Download

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Member Price: $79.00
Non-Member Price: $139.00

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Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:
Taxes: 4.00
Fields of Study:
Taxes
Level:
Intermediate
Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.

Objective

  • Identify and distinguish guaranteed payments and distributive shares
  • Understand the relationship between capital account maintenance and outside basis adjustment
  • Define various kinds of partnership liabilities and explain the tax consequences of each

Highlights

  • Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act
  • Self-employment tax issues: what you can and cannot do
  • Capital accounts: book vs. tax issues
  • Determining basis: key issues and technical analysis in calculating basis
  • Dealing with debt: recourse, nonrecourse, and why it matters
  • Guaranteed payments, distributive shares, and draws: understanding the difference

Designed For

Accounting and Financial Professionals who wish to gain a more in-depth understanding of LLC and partnership tax law

Prerequisite

A basic course in partnership theory or experience in tax compliance or planning for partnerships and LLCs

Advanced Preparation

None
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