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Live Webcast Replay

Partnership Tax Updates


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   20
Categories:
ACPEN Tax Institute |  Tax |  IRS Approved
Speaker:
Allison M. McLeod, LL.M., CPA
Course Levels:
Basic
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax!  Content includes recent court decisions on partnership tax issues as well as current updates to the new Forms K-2 and K-3. 

Who should Attend:  This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications.  All in-house and public practice tax professionals will benefit from this timely and insightful seminar.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
 

Basic Course Information

Learning Objectives
  • Become familiar with court cases on partnership tax issues.

  • Learn about recent changes to Forms K-2 and K-3.

  • Understand the elements of the Domestic Filing Exception.

  • Know when there are items international relevance which will require the taxpayer to provide Form K-2 and K-3 to the owners.


Major Subjects
  • Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections

  • IRS updates on Form K-2 and K-3

  • Criteria for using the Domestic Filing Exception


Course Materials

Speaker

Allison M. McLeod, LL.M., CPA's Profile

Allison M. McLeod, LL.M., CPA Related Seminars and Products


Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas.   She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England. 

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod has taught at the university level graduate classes on Ethics, Tax Research, Multi-jurisdictional Taxation and Corporate Income Tax.   She also lectures in Financial Accounting and Individual Taxation on an undergraduate level.  She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC.   Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation.  She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses.  Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty.  She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.  


Dates

Mon, Apr 29, 2024 - 09:00am to 10:59am CDT
Fri, May 03, 2024 - 09:00am to 10:59am CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For All in-house and public practice tax professionals will benefit from this timely and insightful seminar.
Original Recording Date 05/22/2023
Course Developer Allison McLeod
Date Added to Catalog 05/22/2023

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
2
1

Overall:      4.2

Total Reviews: 20

Comments

Steven C

"Great job"

Jones S

"I enjoyed listening to this presentation and the K-2/K-3 information was helpful."

Susan N - Madison, Alabama

"Allison is a great presenter! I saw some of her webcasts last year and hoped to find more this year!"