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Is there any way to assure that I would be able to access the registered webinar?

When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

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How many CPE credits do I need to earn?

The number of CPE credits required purely depends upon your board requirements. If you’re a CPA, you can click here to know more about it. If you’re an Enrolled Agent or a Tax Professional, go to this page.

What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

To earn your CPE credits, you need to fulfill the attendance requirements laid down by NASBA. The guidelines state that the participant is required to remain logged into the webinar as per the NASBA minimum time requirements and answer all the poll questions. Only when both the conditions are fulfilled does a participant become eligible for the CPE credits. The following table contains the NASBA Minimum time requirements and no. of polling questions that need to be answered for available CPE credit. Kindly note that you will be required to complete an evaluation form before receiving your CPE credits:

When is CE reported to the IRS?

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I attended a webinar but it shows in the ‘Did not Attend’ section.

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NASBA Fields of Study

myCPE is in compliance with NASBA’s latest guide on the CPE fields of study. All CPE-approved webinars on myCPE are approved by NASBA. We recommend checking with your State Board as it has the final authority on the approval of courses for CPE credit. An explanation of the changes to the Fields of Study is available at www.nasbaregistry.org

State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

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myCPE is a NASBA & IRS approved continuing education platform. It means that the courses on myCPE are approved by NASBA, IRS, CFP, CMA, CTEC, IIA and other state accountancy boards. Subsequently, CPE/CE Credits along with the certificates that you get, are NASBA & IRS approved.

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It’s one of our fundamental objectives to bridge the gap between the speakers and professionals. Although there are certain guidelines for becoming a speaker on myCPE, we welcome new speakers with open arms. Please drop us an email at andy@my-cpe.com if you’re interested in becoming a speaker on myCPE.

S-CORP PREPARATION, BASIS CALCULATIONS & DISTRIBUTIONS – FORM 1120S SCHEDULE K & K-1 ANALYSIS

4.5 (74)

J. Patrick Garverick, CFP, CPA

THE GARVS LLC

CPA
EA
CTEC
TAX PROS
AFSP

Credits: 8 CPE | 8 CE

$120

Subject Area

Taxes

Webinar Qualifies For

8 CPE credit of Taxes for all CPAs

8 CE credit of Federal Tax Update for Oregon Tax Preparers

8 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )

8 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

8 CE credit of Federal Tax for Maryland Tax Preparers

8 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

8 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.

Overview

Federal Tax Information7 mins
Corporation Formation - 351 Transection Requirements24 mins
Shareholders Share of S Corporation Items56 mins
U.S. Income Tax Returns for an S Corporation98 mins
Schedule K-1 Reporting - Net Invest Income140 mins
Limitation on Business Intrest177 mins
S Corporation Compensation Issues203 mins
Distributions by S Corporations228 mins
Cash Distributions - Post-Termination Transition Period267 mins
Adjustments to Shareholder Stock Basis331 mins
Adjustments to Shareholder Debt Basis367 mins

Course Description

This comprehensive 8-hour Tax workshop is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal individual income tax return.

Each attendee will receive the most comprehensive reference manual with numerous practice aids and real-world examples and case studies.

FOLLOWING TOPICS WILL BE INCLUDED IN THE WEBINAR:

Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including the Tax Cuts & Jobs Act (TCJA) new 20% qualified business income (QBI) deduction and changes to the interest deduction, fringe benefits and entertainment expenses
Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1
Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the shareholder’s stock and debt basis
Look at what relevant information related to the 3.8% net investment income tax needs to be reported to the shareholders
S corporation formation issues under IRC §351
Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P)
Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts

J. Patrick Garverick is one of the most admired and best-reviewed Tax Speaker in the country and we are offering the classes at a much-discounted price during the pandemic. His courses have been best-reviewed time and again

For Quality of Content
For Relevance and Practical Case studies
For Best Teaching Approach
For Best Course Material

Awards and Accolades

Award for Instructor Excellence for California Education Foundation
Award for Outstanding Course materials for California Education Foundation.
Rated top tax instructor in nearly every location he has presented
One of the few instructors to have received perfect scores (multiple times) from attendees for both presentation skills and knowledge.

After registering for this webinar you will get Free E-Book worth $200. The book would be emailed to you, a day before the webinar on your registered email address on myCPE. The book is copyright protected.

Learning Objectives

To recognize how to form a S corporation and calculate the corporation’s initial inside basis in the assets and shareholder’s stock and debt basis
To prepare a basic S corporation (Form 1120S) Schedule K & Schedule M-2 including the reporting of cash and non-cash distributions
To recognize how the schedule K items get allocated to the shareholders on their individual Schedule K-1
To identify list the three main reasons for calculating a shareholder’s basis in a S corporation
To explore how to calculate a shareholder’s stock and debt and determine if losses and deductions are limited on their individual income tax return

Who Should Attend?

Tax Attorney
Tax Practitioners
Accountant
CPA - Small Firm
CPA - Mid Size Firm
Accounting Firm
Tax Pros
Tax Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Director (Industry)
Accounting Practice Owners
Senior Accountant
VP Accounts
Entrepreneurial Accountant
Tax Managers
Accounting Managers
Tax Preparer
Staff of Accounting Firm

Testimonial

4.5

(74)

61%

28%

James Duff , CPA(

Oct 29th 2020

I had complete confidence in Alan & Brandon and their expertise to advise me on such a complex and constantly changing issue (applying for PPP loan forgiveness). It was refreshing to hear clear answers in one webinar to so many questions that have been bothering me since the nebulous regulations regarding the PPP loan and its forgiveness application burst on the scene.

Maria Harrington , M. Accty., CPA(

Oct 30th, 2020

J. Patrick did a great job in presenting the information regarding S Corps owned by Trusts and the intricacies of tax laws and how it applies to them. A lot of information that I wasn't familiar with and it broadened my understanding and allows me to apply what i learned to situations that apply. Kudos and thank you!

Jackie Lyles , AFSP, ACCT./BK

Oct 30th, 2020

I was formally a Sr. Technical Advisor for the IRS, in part, for Passive Losses. The instructor's guidance was spot on and well balanced. He certainly knows his way around topic and all the tangent issues. Well done!!

GEORGE WILHELM

Oct 29th, 2020

Lots of great information, I understand the pass through entities held by trust much better now. Because of this webinar I will be able to help my clients that has this. It opened the door for more information on LLC's and S corp sponsers, try it if you should have any questions on what happens during a trust and who gets what.

felecia Sternbach , CPA(

Oct 29th, 2020

The topic of this webinar is beneficial. I learn a lot and review others that I have forgotten. I recommend the webinar to everyone, especially to those who have clients with losses. Use this webinar as a form of a refresh of the topic. It is excellent

Jamie Spina , EA(

Oct 28th, 2020

This is the first time I heard will present. He did a great job and I was able to enhance my Sub S tax strategies and analysis due to Will's webinar. This webinar helped guide us through a concept that we can utilize us in our practices that saves our clients money and simultaneously extends options to them

S-CORP PREPARATION, BASIS CALCULATIONS & DISTRIBUTIONS – FORM 1120S SCHEDULE K & K-1 ANALYSIS

Subject Area

Taxes

Webinar Qualifies For

Selfstudy Webinars

Before starting this self study program, please go through the instructional document.

Overview

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

IRS APPROVED

CTEC APPROVED

About Presenter

J. Patrick Garverick, CFP, CPA

About Company

THE GARVS LLC

FAQ

Refund/Cancellation Policy

Testimonial

4.5