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• LLCs & Partnerships in Depth

  • When
    Tuesday, October 31, 2023
  •  
    9:00 AM - 5:00 PM
  • Location
    Online Via Zoom
  • Spaces left
    59

  Register

  LLC’S & PARTNERSHIPS IN DEPTH

  Webinar

  IRS Number: 5KBKR-T-00817-23-O

   

  Course Description

  We include both instruction and practice to deliver a thorough comprehension of how to prepare tax form 1065. This involves full guidance through formation rules and elections, plus potential late elections, and terminations (including mid-year issues). We will also cover common operating tax issues encountered with LLCs, such as owner compensation and fringe benefits, pension plans, guaranteed payments, self-employment tax and income allocations. To conclude the course, your instructor will review with you any unusual LLC tax issues such as the CPAR audit rules (and elections out), 754 step-up basis elections, reporting issues and basis.

  Attendee Requirements

  Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

  Prerequisites

  None

  Field of Study

  Taxes-8.00
  

  Hours

  8.00

  NASBA Categories

  Taxes

  Course Level

  Basic

  Course Objectives

  Upon completion of this course, you will be able to-Prepare individual tax returns for partnerships and LLCs; Provide clients with the characteristics, advantages, and disadvantages of LLCs; Advise clients on forming a partnership or an LLC; Advise clients about methods of accounting and partnership/LLC tax returns; Properly treat partner and partnership items with regard to basis and calculate a partner’s basis; Advise clients on the proper treatment of members leaving an LLC and selling their interest.

  
  

  
  

      

  Disclaimer

  Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits. Cancellation, Transfer and Refund Policy Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 for auxiliary aid needs or visit www.taxspeaker.com. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Continuing Education Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251 Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR. ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

  
   

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• PTI-Professional Tax Institutes LIVE in Greensboro

  • Start
    Wednesday, November 15, 2023
  •  
    8:00 AM
  • End
    Thursday, November 16, 2023
  •  
    4:00 PM
  • Location
    Hilton Garden Inn Airport

  Live In-Person Seminars

  Register directly at this link below!
  

  Seminar: Greensboro NC, Nov 15-16, 8a - 410p Eastern by Professional Tax Institutes, Inc. (bigmarker.com)
  

  Practitioner to Practitioner, we provide the updates and reviews needed for your practice.  The same expertise and education you have come to love from PTI will be delivered to the following locations in 2023/2024 season.  Please review each location to choose where you wish to attend.  We are also including the link to the hotel we have contracted with along with a discount information for the PTI price.  If you have any questions on registration please contact Terri Parry at tparry@ptitax.com.

  Each attendee will receive:

  • Hardbound copy of the 2023 federal tax workbook
  • Additional conference materials
  • PTI Quick Reference Chart
  • Our infamous Highlighter
  • Exclusive online access to
    • digital Federal Tax Workbook with any updates
    • Conference materials including all reference guides
    • Speaker's PowerPoint presentation slides

  Registration is $439

  Subject to a price increase after August 25, 2023  

  Register directly at this link below!

  Seminar: Greensboro NC, Nov 15-16, 8a - 410p Eastern by Professional Tax Institutes, Inc. (bigmarker.com)
  

  ABOUT THIS LIVE SEMINAR

  Presenting 16 hours of the latest tax law information, we will cover:
  Capitalization vs. Repair; ten years since these rules were released, let’s review.
  Assets Eligible for Depreciation, what are the special rules for a trade or business?
  Ethics and Protecting Client Data. Is a one-person practice is not too small for WISP. Do you have insurance coverage for a cyber-attack or data breech?
  Independent Contractors. Helping taxpayers in specific niche markets is one way for a small tax office or an individual tax preparer to provide valuable expertise.
  Affairs of a Deceased Taxpayer. The death of a loved one can be a challenging time but managing a new assets adds additional challenges.
  New Developments. ERC, did you amend Form 941, or business financials or tax returns? Inflation Reduction Act, do we really understand the impact and changes?
  Partnership Operations. Partnerships are governed by the organizing state statutes and by the partnership's operating agreement, have you read it?
  Secure Act 2.0. We will look deeper into the law’s impact. Extended RMD age, 529 rollovers to ROTHs, new rules for Inherited IRAs, and backdoor ROTH conversions.
  Small Business Issues. QBID refresher and a more in-depth look at Form 7203.
  Special Taxpayers. Military personnel receive some special benefits, state of residence is important verses where they are stationed. Had an IRS audit lately? We will give you some insights to help you the next time.
  
  IRS Provider #0FY01 & NASBA Sponsor ID #103026

  AGENDA

  • 2023 New Developments (Inflation Reduction Act)
  • Capitalization vs. Repair
  • Small Business Tax Issues
  • Ethics and Protecting Client Data
  • Independent Contractors
  • Partnership Operations
  • Secure Act 2.0
  • Special Taxpayers - Military and Audits
  • Assets Eligible for Depreciation

  
  

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• Board of Directors Meeting

  • When
    Wednesday, November 15, 2023
  •  
    5:00 PM - 6:30 PM
  • Location
    Hilton Garden Inn Airport
  • Registered
    9 registrants

  Register

  July 25, 2023

  NCSA Board Members:

  ***CHANGE OF DATE AND LOCATION*****NO BOARD MEETING ON AUGUST 4TH***

  All board members, officers, and committee chairs are requested to attend a board meeting at the Hilton Garden Inn Airport, 238 NC Hwy 68, PAI Park, Greensboro, on November 15 at 5 p.m., immediately following the first day of PTI.

  Please send all meeting reports and or agenda items to the NCSA office no later than November 10th so that it can be placed on the agenda. 
  

  Candace Cansler, Executive Director

  On behalf of Jan H. Allison, President

  
  

  Show details
• PTI-Professional Tax Institutes LIVE in Myrtle Beach

  • Start
    Thursday, November 16, 2023
  •  
    8:00 AM
  • End
    Friday, November 17, 2023
  •  
    4:00 PM
  • Location
    Ocean Reef Resort, Myrtle Beach SC

  Live In-Person Seminars

  Register directly at this link below!

  Seminar: Myrtle Beach SC, Nov 16-17, 8a - 410p Eastern by Professional Tax Institutes, Inc. (bigmarker.com)

  Practitioner to Practitioner, we provide the updates and reviews needed for your practice.  The same expertise and education you have come to love from PTI will be delivered to the following locations in 2023/2024 season.  Please review each location to choose where you wish to attend.  We are also including the link to the hotel we have contracted with along with a discount information for the PTI price.  If you have any questions on registration please contact Terri Parry at tparry@ptitax.com.

  Each attendee will receive:

  • Hardbound copy of the 2023 federal tax workbook
  • Additional conference materials
  • PTI Quick Reference Chart
  • Our infamous Highlighter
  • Exclusive online access to
    • digital Federal Tax Workbook with any updates
    • Conference materials including all reference guides
    • Speaker's PowerPoint presentation slides

  Registration is $439

  Subject to a price increase after August 25, 2023  

  Register directly at this link below!

  Seminar: Myrtle Beach SC, Nov 16-17, 8a - 410p Eastern by Professional Tax Institutes, Inc. (bigmarker.com)
  

  ABOUT THIS LIVE SEMINAR

  Presenting 16 hours of the latest tax law information, we will cover:
  Capitalization vs. Repair; ten years since these rules were released, let’s review.
  Assets Eligible for Depreciation, what are the special rules for a trade or business?
  Ethics and Protecting Client Data. Is a one-person practice is not too small for WISP. Do you have insurance coverage for a cyber-attack or data breech?
  Independent Contractors. Helping taxpayers in specific niche markets is one way for a small tax office or an individual tax preparer to provide valuable expertise.
  Affairs of a Deceased Taxpayer. The death of a loved one can be a challenging time but managing a new assets adds additional challenges.
  New Developments. ERC, did you amend Form 941, or business financials or tax returns? Inflation Reduction Act, do we really understand the impact and changes?
  Partnership Operations. Partnerships are governed by the organizing state statutes and by the partnership's operating agreement, have you read it?
  Secure Act 2.0. We will look deeper into the law’s impact. Extended RMD age, 529 rollovers to ROTHs, new rules for Inherited IRAs, and backdoor ROTH conversions.
  Small Business Issues. QBID refresher and a more in-depth look at Form 7203.
  Special Taxpayers. Military personnel receive some special benefits, state of residence is important verses where they are stationed. Had an IRS audit lately? We will give you some insights to help you the next time.
  
  IRS Provider #0FY01 & NASBA Sponsor ID #103026

  AGENDA

  • 2023 New Developments (Inflation Reduction Act)
  • Capitalization vs. Repair
  • Small Business Tax Issues
  • Ethics and Protecting Client Data
  • Independent Contractors
  • Partnership Operations
  • Secure Act 2.0
  • Special Taxpayers - Military and Audits
  • Assets Eligible for Depreciation

  
  

  Show details