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CANCELLED: K-1 Preparation, Interpretation and Analysis

July 18, 2018 @ 8:30 am - 4:45 pm SA CPA Training Center
Course Number: 2018071838

Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.


This course will review the different types of K-1s (S-corps, Partnerships, LLCs), as well as compare the differences between the various K-1s. More specifically, it will discuss

  • general and specialized issues related to S-corporation K-1s and Partnership/LLC K-1s, such as the at-risk rules of Section 465 and the recourse and non-recourse debt rules of Section 752
  • distributions
  • loan repayments
  • composite state filings
  • lower-tier pass-through investors and foreign investor issues

Finally, it will provide real-life fact examples and how such facts are conveyed on the K- 1, as well as a detailed review of Forms 1120, 1065 and K-1.
Course Objective(s):
Attendees will be able to

  • prepare both simple and complicated K-1s for various types of entities
  • interpret K-1s for investors
  • prepare the most complicated K-1s

Prerequisites: The method of presentation is group-live instruction and the program level is basic to intermediate.  There are no prerequisites for this course nor is there any advanced preparation required.


July 18, 2018
8:30 am - 4:45 pm
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Robert Nelson, JD, CPA, Member, Dykema Gossett PLLC


SA CPA Training Center
901 NE Loop 410
San Antonio, TX 78209 United States
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(210) 828-2722