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The Top Five Tax Issues in Dealing with LLCs and Partnerships WEBCAST - presented by the Montana Society of CPAs

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4.0 Credits

Member Price $150.00

Non-Member Price $175.00

Overview

Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls. NOTE: The Season Ticket and Coupons are not applicable for this course.

Highlights

Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act.

Prerequisites

Knowledge of partnership theory or experience in tax compliance or planning for partnerships and LLCs.

Designed For

Accounting and Financial Professionals who wish to gain a more in-depth understanding of LLC and partnership tax law.

Objectives

Identify and distinguish guaranteed payments and distributive shares.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Don Cochran, Nichols Patrick CPE Inc

Don Cochran is a solo practitioner in Apple Valley, Minnesota. His 30 years of practice has been focused primarily in the areas of small business legal and tax consulting, and individual tax, estate, and financial planning. Don has practiced law in both Iowa and Minnesota, was a CPA with the Small and Emerging Business practice of then Big 8 accounting firm, Touche Ross, in Bloomington, Minnesota, and was the Vice President of Tax and CFO with various privately and publicly held companies. He also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company. He developed and provided continuing education on tax and legal planning strategies for small to medium size businesses and wealthy individuals, and worked with insurance wholesalers and financial advisors to understand and implement financial strategies geared towards asset preservation and income in retirement. Don earned his undergraduate degree, a Bachelor of Science in General Science, from the University of Iowa, Iowa City, Iowa, and graduated from the University of Iowa College of Law with his Juris Doctorate. In addition to being an attorney and Certified Public Accountant, he maintains his designations as a Certified Financial Planner® and Certified Retirement Counselor®. He is a member of the Minnesota and Iowa State Bar Associations, and the Minnesota Society of CPAs.

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Non-Member Price $175.00

Member Price $150.00