April 22, 2021 12:30pm – 4:00pm Map & Directions 602-252-4144

Webcast: Key Partnership and S Corporation Tax Planning Strategies (12:30-4)

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations.

To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

12:00pm

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Taxation
4

Objectives

  • Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs.
  • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals.

Course Level

Intermediate

Vendor

Surgent McCoy CPE, LLC More With This Vendor

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who are responsible for tax planning for their clients and/or companies.

Prerequisites

Experience with business clients.

Event Leaders

Cochran, Don Paul

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Don Paul Cochran, JD, CPA, CFPr, CRCr Don Cochran is a solo practitioner in Apple Valley, Minnesota. His 30 years of practice has been focused primarily in the areas of small business legal and tax consulting, and individual tax, estate, and financial planning. Don has practiced law in both Iowa and Minnesota, was a CPA with the Small and Emerging Business practice of then Big 8 Accounting & Auditing firm, Touche Ross, in Bloomington, Minnesota, and was the Vice President of Tax and CFO with various privately and publicly held companies. He also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company. He developed and provided continuing education on tax and legal planning strategies for small to medium size businesses and wealthy individuals, and worked with insurance wholesalers and financial advisors to understand and implement financial strategies geared towards asset preservation and income in retirement. Don earned his undergraduate degree, a Bachelor of Science in General Science, from the University of Iowa, Iowa City, Iowa, and graduated from the University of Iowa College of Law with his Juris Doctorate. In addition to being an attorney and Certified Public Accountant, he maintains his designations as a Certified Financial Plannerr and Certified Retirement Counselorr. He is a member of the Minnesota and Iowa State Bar Associations, and the Minnesota Society of CPAs.


More With Cochran, Don Paul

Highlights

  • Relevant changes from The Tax Cuts and Jobs Act of 2017 including detailed treatment of Section 199A.
  • Basis planning.
  • Related party transactions: making them work.
  • Income splitting and shifting with family can create considerable benefits.

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