Understand the major issues on which taxpayers and the IRS are in conflict
Understand how tax reform affects planning for pass-throughs
Understand what pass-throughs can do in light of tax reform
Surgent McCoy CPE, LLC More With This Vendor
All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their business clients or employers
Experience with pass-through entity clients
Jenson, Joshua R.
Joshua Jenson has 27 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation and related individual tax matters. He is managing partner of Jenson & Company, CPAs, P.C., which he founded 22 years ago. His firm is known for a boutique service approach, with a focus on tax planning and strategies. Jenson is a member of the Oklahoma Society of CPAs (OSCPA), the Oklahoma City Chapter of the OSCPA and the American Institute of CPAs. He serves as Trustee and Chairman of the Educational Foundation and is a public speaker for the OSCPA. Jenson received the 2014 Distinguished CPA Award from the OSCPA in recognition of his involvement in the community and activism in the accounting profession. Offering expert insight on tax issues, Jenson has appeared in numerous Oklahoma TV news interviews and been quoted in several Oklahoma newspaper articles. For over 9 years he was a weekly guest during tax season on a local talk radio station, where he grew to be known as “JJ the CPA.” Jenson is also an insurance agent with MassMutual, servicing clients through Jenson Insurance Group, specifically with life and disability income insurance needs as part of long-term, generational tax strategies. During his first year of practice, MassMutual ranked him eighth in the country for first-year agents, and named him Rookie of the Year for MassMutual in Oklahoma. He is licensed in Oklahoma, Texas, Kansas, Washington, Illinois, and New Jersey. Jenson graduated from Abilene Christian University with an accounting degree in 1993, and is a licensed CPA in Oklahoma and Texas.
Continuing coverage of the impact of the Tax Cuts and Jobs Act on S corporations and partnership entities including coverage of Section 199A
Selected Practice and Reporting Issues: What's new?
A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
Basis issues: at-risk, passive activities for partnerships and LLCs
Debts between entity and the investors: open-account and written debt; defining bona fide debt for back-to-back loans
Impact of the net investment income tax on the owners of pass-through entities
Any late-breaking tax legislation
Review of the most important business tax cases, revenue rulings, PLRs, etc.
Other Credit: EA