IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Restructuring Business Entities (OnDemand Webinar)

$219.00

SKU: 410575EAU

Description

Learn strategies to optimize tax structures, enhance efficiency, and boost client operations.This presentation aims to equip tax practitioners and advisors with the knowledge to optimize their clients’ existing operations through more efficient and economical tax structures. Attendees will learn to assess the best strategies for restructuring business operations to enhance both tax and operational efficiency.The course will also cover methods to evaluate the most efficient tax structures based on a client’s historical performance and ownership and determine whether restructuring or changing business entities would be beneficial. Alongside the theoretical tax implications of such changes, the presentation will include practical examples and models that have been successfully implemented for our firm’s clients.

Date: 2024-12-13 Start Time: End Time:

Learning Objectives

Converting From a Partnership to a C Corp
• Tax Consequences of the Conversion
• To Shareholders and Entity Level
• Potential Planning Opportunities Around Conversion
• Section 1202 Qualified Small Business Stock
• Selling Assets vs. Stock
• Modeling of Tax Consequences and Examples
• Tax Compliance Issues

Internal Restructuring
• Addressing Basis and Tax Attribute Issues
• Debt vs. Equity Issues
• Solvency Issues
• Tax Compliance Issues

Restructuring S Corporations
• F Reorganizations
• Tax Treatment to the Parties
• Tax Compliance Issues
• Unwanted Assets

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Brett Levin, JD, LLM-Baker Tilly Advisory Group, LLP, Chris Schleicher, CPA, MBT – Baker Tilly Advisory Group, LLP