Advanced Taxation of LLCs
February 10, 2021, 1:00 PM ET  (Part 1)
March 17, 2021, 1:00 PM ET (Part 2)

 

Presenter: Whitney L. Sorrell, JD, CPA, MBA
 
WHAT WE’LL COVER
 

Business lawyers advising clients as to what tax classification the entity should elect often comes without much consideration or knowledge of the resulting tax consequences from the various tax classifications. This two-part course will consider:

  • The tax consequences upon formation
  • Transfers of property to the business
  • Distributions of property to the members
  • Financing transactions
  • Awarding equity interests to members
  • Executing a buy/sell agreement upon death or retirement of a partner
  • Issuing stock options to employees
  • Selling a business
  • Liquidation of a business  

These events throughout the life of the business will be compared as if the company were taxed as a partnership v. S-corporation v. C-corporation, so that you are better equipped to spot tax issues and advise your business clients. 

 


This two-part webinar is included for Business Law Subscribers and provided live complimentary for Trusts & Estates Subscribers.

Regular Price: $129 | Trusts & Estates Price: $0 (Website access not included) | Gun Law Price: $129 | Business Law Price: $0 | Practice Development Price: $129

CLE:
1.0 credits per (2.0 credits if attending both Parts 1 and 2)
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN

No CFP
 

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 (2.0 credits if attending both Parts 1 and 2)
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 02/10/2021

WealthCounsel 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 ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


In order to be awarded the full credit hours, you must be present during the entirety of both sessions.
 

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.