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8.0 Credits

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.


 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


Experience in business taxation


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Materials Option:

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual. Your eMaterials will be available for download in the "My CPE" area of the website one week before the program date. Please note: Program cancellations will not be allowed once you have downloaded your eMaterials from the website. Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

AICPA members take $30 off the price