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

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

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

Davis-Vaughn, Pamela

Rating: 4.42


Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. This year she was honored by Surgent McCoy as their top discussion leader of 2010. Davis-Vaughn has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech, and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas. In addition to her accounting practice, Davis-Vaughn and her husband are owners of One Main Place Farms, an organic farming operation located in upstate New York. Davis-Vaugh has more than 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry. Davis-Vaughn holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.


More With Davis-Vaughn, Pamela

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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