Past Seminars

Threading the needle of strategic planning around activity grouping for purposes of Code Section 199A deduction, passive activity limitations under Code Section 469, and the net investment tax.  An overview of strategies in identifying passive and at-risk activities and how taxation of such activities differ.

An overview of partnership tax issues including Code Section 752 and the at-risk rules.  

Issues and planning considerations surrounding the ownership of S Corporation stock by trusts.  A discussion of income taxation of trusts and estates and how to report income and the appropriate deductions.

The Basics of Basis Adjustments and Book Ups Under Section 754 An overview of adjustments and book ups under Code § 754.  Presented by Andrea M. Paisley, J.D. The 4-1-1 on 401: Estate Planning for Qualified Retirement Plans and IRAs An overview of estate planning and income tax considerations when completing beneficiary designations, including the potential impacts of the SECURE Act.  Presented by Anthony Garcia, J.D., LL.M.  Profits Interests: Income Tax and Estate Planning Update  An overview of current developments…

MERGERS & ACQUISITIONS SEMINAR ~ 2/27/2020 8:00AM - 11:30AM, 4.0 CE/CFP Hours; 3.0 CLE Hours ~ $100 Registration Fee Andrea Paisley ~ Protecting Sellers.  A review of common issues that arise when representing a seller in a sales transaction and what a seller’s advisors can do to mitigate risk, maximize proceeds and assist with the sales process. Katelyn Van Sickel ~ What Your Cap Table Says About You.  An explanation of capitalization tables and structures as a key point of…