Course Number: 2021061021
1 CPE hours
Instructor: Austin Carlson, CPA, Partner, Gray Reed Attorneys & Counselors
Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.
Join Austin Carlson for Transactional Tax Magic: A collection of our most effective transactional tax “tricks” that will make your clients thing you’ve pulled a rabbit out of a hat!
This case study presentation goes over what Austin considers his most creative tax planning strategies, all fully backed with authority. Topics include
- use of partnership interest v. partnership asset holding period
- aggressive use of conversions to effect S Corp liquidations and take advantage of basis
- and several topics including profits interests and partnerships.
Course Objective(s): Attendees will understand transactional tax strategies to assist their clients.
Prerequisites: The method of presentation is online instruction and the program level is basic to intermediate. There are no prerequisites for this course nor is there any advanced preparation required.