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Live Webcast Replay

S-Corporation Essentials: Stock & Loan Basis Reporting


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   5
Category:
Accounting and Auditing |  Industry |  Tax |  ACPEN Tax Institute |  IRS Approved
Faculty:
Doug Van Der Aa, CPA, JD
Course Levels:
Intermediate
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions.

**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
  • Apply the latest tax rules and regulations of S-corporations
  • Identify shareholder basis and how to report it
  • Distinguish and define complex S-corporation issues

Major Subjects
  • Recent tax legislation, rules, and developments impacting S-corporations, including TCJA and COVID-19 related provisions
  • Reporting on Schedule E
  • S corporation basis in stock and debt
  • Shareholder basis
  • Basis of indebtedness
  • S corporation open account debt
  • Limitation of deduction of losses
  • AAA and distributions

Course Materials

Faculty

Doug Van Der Aa, CPA, JD's Profile

Doug Van Der Aa, CPA, JD Related seminars and products


Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.

Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.

Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.


Dates

Mon, Jun 27, 2022 - 01:00pm to 02:55pm CDT
Sat, Aug 06, 2022 - 09:00am to 10:55am CDT
Tue, Aug 16, 2022 - 05:00pm to 06:55pm CDT
Wed, Aug 24, 2022 - 01:00pm to 02:55pm CDT
Mon, Aug 29, 2022 - 09:00am to 10:55am CDT
Sat, Sep 03, 2022 - 11:00am to 12:55pm CDT
Mon, Sep 12, 2022 - 01:00pm to 02:55pm CDT
Mon, Sep 19, 2022 - 09:00am to 10:55am CDT
Fri, Sep 30, 2022 - 11:00am to 12:55pm CDT
Sat, Oct 08, 2022 - 01:00pm to 02:55pm CDT
Fri, Oct 14, 2022 - 09:00am to 10:55am CDT
Wed, Oct 19, 2022 - 11:00am to 12:55pm CDT
Mon, Oct 24, 2022 - 01:00pm to 02:55pm CDT
Fri, Nov 04, 2022 - 09:00am to 10:55am CDT
Thu, Nov 10, 2022 - 06:00pm to 07:55pm CST
Tue, Nov 15, 2022 - 01:00pm to 02:55pm CST
Mon, Nov 21, 2022 - 09:00am to 10:55am CST
Thu, Dec 08, 2022 - 11:00am to 12:55pm CST
Wed, Dec 14, 2022 - 01:00pm to 02:55pm CST
Fri, Dec 23, 2022 - 09:00am to 10:55am CST
Thu, Dec 29, 2022 - 05:00pm to 06:55pm CST
Sat, Jan 07, 2023 - 01:00pm to 02:55pm CST
Tue, Jan 10, 2023 - 09:00am to 10:55am CST
Tue, Jan 17, 2023 - 11:00am to 12:55pm CST
Mon, Jan 30, 2023 - 01:00pm to 02:55pm CST
Wed, Feb 01, 2023 - 09:00am to 10:55am CST
Thu, Feb 09, 2023 - 11:00am to 12:55pm CST
Fri, Feb 17, 2023 - 01:00pm to 02:55pm CST
Tue, Feb 28, 2023 - 05:00pm to 06:55pm CST
Mon, Mar 06, 2023 - 11:00am to 12:55pm CST
Tue, Mar 14, 2023 - 01:00pm to 02:55pm CDT
Fri, Mar 24, 2023 - 09:00am to 10:55am CDT
Wed, Mar 29, 2023 - 11:00am to 12:55pm CDT
Thu, Apr 06, 2023 - 05:00pm to 06:55pm CDT
Fri, Apr 14, 2023 - 09:00am to 10:55am CDT
Sat, Apr 22, 2023 - 11:00am to 12:55pm CDT
Fri, Apr 28, 2023 - 01:00pm to 02:55pm CDT

Additional Info

Basic Course Information

Advanced Preparation

None


Course Developer

Van Der Aa Tax Ed, LLC


Designed For

Experienced practitioners with S-corporation clients and members in industry working for an S-corporation


Yellow Book

No


Original Recording Date

04/01/2022

 


Prerequisites

Basic working knowledge of S-corporations


Date Added to Catalog

02/14/2022


Additional Information

Complaint Resolution Policy

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


Course Registration Requirements

Online Registration


Instructional Delivery Method

Group Internet Based


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


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.


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Overall:      5

Total Reviews: 5

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