Robert W. Jamison, CPA, Ph.D.

Webcast - 2 Credits - Taxes

Become an expert at the fundamentals of S corporation tax returns through a detailed two-year case study. This course offers hands-on experience and a practical guide to forms and filing requirements, helping you understand loss carryovers, shareholder bases, and more. Perfect for tax preparers with little experience handing S corporations or those needing a refresher, completing this course will leave you better equipped to manage S corporation tax affairs.

Robert W. Jamison, CPA, Ph.D.

Webcast - 2 Credits - Taxes

Using this course, prepare yourself to protect the status of S corporations. Learn to identify common compliance slip-ups and the corrective actions that can save your business. From late elections to class of stock violations, our course provides the solutions for maintaining your desired tax status.

Robert W. Jamison, CPA, Ph.D.

Webcast - 4 Credits - Taxes

Analyze a case study to demystify the intricate processes surrounding S Corporations, specifically the nuances of their purchase and sale. The course examines the gains and losses realized in these transactions and highlights the basic structures for transferring a business, whether through asset or stock. It covers tax-free reorganizations, qualifying transactions, and the sale of assets, considering the tax consequences for both buyers and sellers while emphasizing proper asset classification and allocation of costs.

Robert W. Jamison, CPA, Ph.D.

Webcast - 4 Credits - Taxes

Gain insights into the complex world of estate planning for S corporations. This course highlights crucial aspects like shareholder eligibility, company-owned life insurance, special valuation challenges of S corporation stock, and methods to efficiently shift value to successors. You’ll cover the nuances of estates, trusts, and specialized instruments like the intentionally defective trust, GRAT, and GRUT. Explore essential tax forms, disclosures, and their overarching implications while developing a greater knowledge of estate and succession planning.