Many states have enacted Pass-Through Entity Tax (PTET) elections to help business owners bypass the federal $10,000 SALT deduction cap. While these elections can offer significant tax savings, they also come with complex rules, varying state requirements, and important planning considerations.
In this webinar, our expert will break down how PTET elections work, the mechanics of claiming deductions at the entity level, and key differences across states. You’ll gain a clear understanding of how to evaluate whether the PTET election makes sense for your clients or business—and how to maximize its benefits while avoiding common pitfalls.
Join us to explore practical examples, planning strategies, and compliance insights to help you navigate this evolving area of tax law confidently.
• Understand the purpose and mechanics of state Pass-Through Entity Tax (PTET) elections as a workaround to the federal SALT deduction cap.
• Identify which states have enacted PTET regimes and the key differences in their rules, rates, and election procedures.
• Evaluate the tax planning opportunities and potential pitfalls when making or advising on a PTET election.
• Determine how PTET elections affect owners’ federal and state tax reporting, including entity-level deductions and owner credits.
• Apply best practices for documenting elections, making payments, and ensuring compliance across multiple states.
Credits and Other information:
• Credit: 2.0 (Taxes)
• Level: Basic
• Format: Live online webinar
• Duration: 120 minutes
• Requirement: Full attendance
• Prep: None needed
Who Will Benefit:
• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well-known presenter of continuing education courses. Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more. He has presented over dozens of webinars on Form 1099 (for 10 years on this subject!); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credits, corporation and partnership taxation and other issues relating to the modern-day setting. Jason always had a knack for speaking and news reporting. He is regularly featured as an anchor for Radio Iowa and Radio Minnesota, is a frequent Podcast Guest and hosts his own Podcast.
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