Webinar: Basis Calculations & Distributions (partial title)

Webinar: Basis Calculations & Distributions (partial title)
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Date/Time:
December 18/8:30 am - 4:00 pm PST

Price:
$275/member, $375/non-member

Full Webinar Title:
Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis

Description:
Get up to speed quickly with this comprehensive case-driven training course which focuses on basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corps, partnerships and LLCs). Take a line-by-line analysis of the Schedule K-1 and how it affects the basis calculations. Hands-on methodology, real-world examples and cases are used to demonstrate the complex income tax code and regulations to enhance the learning experience. Each attendee will receive a comprehensive reference manual with numerous practice aids, real-world examples and case studies.
Learning objectives:
1) Identify the three main reasons for calculating a shareholder’s basis in a S corp and partner/member’s basis in a partnership/LLC.
2) Calculate the stock and debt basis for S corp shareholders.
3) Calculate the basis for partners and members of a LLC.
4) Calculate losses allowed from at-risk activities.
5) Review the Form 1120S and Form 1065 Schedule K-1s to determine how the line items affect basis calculations and get reported on the individual owner’s Form 1040.

Speaker:
J Patrick Garverick, CPA

Learning level:
Intermediate

Prerequisites:
Basic understanding of individual income taxation.

Advanced Preparation:
None

Continuing Education:
8 hours federal tax law

Note:
At the request of the author, course materials for this program cannot be printed. Please save the materials to your desktop prior to the event. Adobe Reader Version XI is a prerequisite for downloading materials. 

A printed course book can be purchased for $50 (including shipping and handling).  Book purchase must be made five or more business days prior to the presentation date to ensure it arrives in time. Please contact CSEA if interested in this option.
When
12/18/2017 8:30 AM - 4:00 PM

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