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Reviewing S Corporation Tax Returns: What Are You Missing?

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AICPA Webcasts

Online, OK 00000

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4.00 Credits

Member Price $225

Non-Member Price $269

Overview

A case-based approach to learning about the common errors practitioners make on S corporation tax returns.

Highlights

Common errors made involving the following tax forms:

  • Form 1120-S
  • Schedule K-1
  • Schedules K-2 and K-3
  • Schedule L
  • Schedules M-1 and M-2
  • Form 4562
  • Form 4797

    Prerequisites

    Experience with S corporation tax return preparation

    Designed For

  • CPAs
  • Managers and partners responsible for reviewing returns

    Objectives

    • Identify the accounts that affect the accumulated adjustments account.
    • Identify which items go on page 1 of Form 1120-S and which go on Schedule K.
    • Determine how capital gains and losses are disclosed on Form 1120-S.
    • Determine how wash sales and installment sales are treated by S corporations.
    • Determine the tax consequences when a newly converted S corporation sells appreciated property it acquired while operating as a C corporation.
    • Determine the tax consequences associated with the distribution of appreciated property by an S corporation to a shareholder in redemption of stock.
  • Leader(s):

    Leader Bios

    Robert Ricketts, Director, School of Accounting, Texas Tech University

    Robert Ricketts, CPA, PhD, is the director of the School of Accounting and the Frank M. Burke Chair in Taxation at Texas Tech, where he has taught in the graduate tax program for the last 25 years. He is the co-author, with Larry Tunnell, of CCH’s Practical Guide to Partnerships and LLCs, now in its sixth edition, as well as a series of courses on the taxation of partnerships and LLCs for the AICPA.

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    Non-Member Price $269

    Member Price $225