Tax Matters for Investors, Partners, Shareholders Entering & Exiting Entities 2 Credits
Learning mode
Investors, partners, and shareholders are crucial players in the dynamic landscape of business entities, each facing distinct tax considerations when entering or exiting ventures.
Understanding the implications of these financial moves is paramount for optimizing tax positions and ensuring fiscal responsibility. This CE Tax webinar will delve into the intricacies of tax treatment for partners and shareholders engaged in the formation, entry, or exit of entities mid-year. The course provides a comprehensive examination of the unique challenges and considerations inherent in partnerships as opposed to S corporations. Emphasis will be placed on fostering a nuanced understanding of the tax implications surrounding these business entities, equipping participants with the knowledge to make informed decisions in line with their financial objectives.
Major Topics Covered
Throughout the webinar, an in-depth exploration of favorable elections and other tax provisions applicable to different entities will be a focal point. Participants will gain valuable insights into the strategic utilization of these elections, enabling them to optimize tax positions and minimize liabilities.
Join this CPE Webinar to empower with practical tools and strategies for effective tax planning, ensuring a comprehensive grasp of the financial implications associated with entity formation, entry, and exit strategies.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01813-23-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01813-23-S) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1453) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01813-23-S) | 2 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01813-23-S) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01813-23-S) | 2 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Jane Ryder, EA, CPA, is a nationwide professional educator. She writes and speaks on many income tax, business compliance, accounting, and tax representation topics. Jane has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and consults with colleagues on tax matters, audits, and business planning.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
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What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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KP
The handout for this course is very helpful when completing the final quiz. The course itself has a lot of information and is a good refresher for partnerships and shareholders.
HB
This course provided very useful and detailed information regarding partnerships. I liked the fact that there were many examples that helped me understand the material. The handout pdf helps a lot for the quiz questions, especially if you don't watch the entire video at once and there is a chance that you don't remember some of the details from the presentation. Thank you.
Feb 11, 09:30 AM ET
-1719244674.webp "SECURE 2.0 Update - What was Changed and What was Added - Part II")
Feb 11, 10:00 AM ET
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
Feb 11, 10:00 AM ET
Feb 11, 10:00 AM ET
Feb 11, 10:00 AM ET
Feb 11, 11:00 AM ET
-1705916592.webp)
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