Crucial Partnership Tax Insights Part 2: Section 754, Schedule 179 and Other Operating Issues WEBCAST

Tuesday, June 8 9:30am - 11:30am PDT

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2.0 Credits

Member Price $79.00

Non-Member Price $94.00

Overview

We’ll discuss tax strategies for admitting new partners and redeeming existing partners’ interest with the least tax impact. We’ll cover tax planning ideas to optimize the use of Schedule 179 expensing and bonus depreciation. And we’ll take a deep dive into partner bad debts and unreimbursed expenses.

Highlights

Planning techniques for admitting new partners and redeeming existing partners. Taking advantage of Schedule 734 step-ups. Passive activities: Should you be grouping at the partnership level?

Prerequisites

None.

Designed For

New and experienced CPA’s who practice in the tax area or who need a better understanding of the tax law for other areas of practice.

Objectives

Learn advanced planning techniques to minimize taxes in redemptions and other partner buyouts. Identify tax planning strategies to reduce partner-level taxes using strategic timing for Schedule 179 expense and bonus depreciation.

Preparation

None.

Notice

None.

Leader(s):

Leaders

George Koutelieris

4.90 stars out of 5 - speaker rating for 2019 for George Koutelieris and Gregory White

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Non-Member Price $94.00

Member Price $79.00