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Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis (CSSB)
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This program discusses, in a practical way, how an S corporation shareholder calculates his or her stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.

10/16/2015
When: 10/16/2015
8:00 AM - 10:00 AM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA
Contact: April Deneault
801-834-6634


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This program discusses, in a practical way, how an S corporation shareholder calculates his or her stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.

Objectives:

* How to calculate an S corporation shareholder's basis in his or her S corporation shares * Understand and apply the S corporation shareholder loan basis rules

 

Major Subjects: 

* How to determine S corporation shareholder stock and loan basis * The positive and negative basis adjustments S corporation shareholders make--and the order in which they are made * The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses * Shareholder loan basis rules


Designed For:

Any tax practitioner with S corporations or S corporation shareholders as clients

Prerequisite: Basic understanding of tax rules relating to S corporations and S corporation shareholders

Advanced Prep: None

 

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA

Vendor: Surgent McCoy

Field of Study: Taxes (2)

Level: Intermediate

CPE Credit: 2 Hours

Acronym: CSSB

 

Registration Fees: $89

  

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