Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes - VIRTUAL LIVE

In this course, we will discuss some of the more common specialty areas experienced by practitioners — late filing relief for S corporation elections, disproportionate distributions, and selling S corporation shares.

September 10, 2025, 12:00 pm-2:00 pm  |  Online  |  KSCPA

Members: $125.00, Non-members: $175.00

CPE Categories: Taxation (2 CPE)

Interest Areas: Business Taxation, Taxation

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Description

Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state-level taxation may have changed permanently with the addition of PTE elections.

Learning Objectives

• Recognize the factors to consider when evaluating the reasonableness of S corporation shareholder compensation
• Recall which fringe benefits will result in additional W-2 income for S corporation shareholders
• Calculate the built-in gains tax and excess passive income tax
• Identify the federal income tax implications of a PTE election at the state level

Major Topics

• Reasonable compensation
• Fringe benefits for S corporation shareholders
• Built-in gains tax
• Excess passive income tax
• Notice 2020-75: PTE elections

Who Should Attend?

Tax and financial advisors with clients who have formed S corporations

Prerequisites

None

Delivery Details

This course is produced by Surgent; Big Marker. It will be delivered as a Live Virtual Seminar.