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Finance
Mastering S Corporations – Taxation, Compliance & Strategic Planning

Course Description:

S corporations offer unique advantages for small and mid-sized business owners—but they also come with strict eligibility requirements, complex tax rules, and specialized compliance obligations. This comprehensive webinar is designed to equip tax professionals, CPAs, EAs, and business advisors with in-depth knowledge of S corporation formation, operation, and tax reporting.

Through real-world examples and up-to-date IRS guidance, you will gain clarity on shareholder compensation, reasonable salary rules, basis tracking (Form 7203), distributions, fringe benefits, entity conversion strategies, and S corp election pitfalls. We’ll also cover the latest developments, including K-2/K-3 reporting, QBI deduction planning, and audit red flags.


This course covers the following Major Topics:
S corp current developments: Tax planning impact
Basis in S corp stock
Use of qualified subchapter S subsidiaries
Liquidations, reorganizations and redemptions
Estate planning and use of trusts

(Learning Objectives:

By the end of this session, you will be able to:

Understand the qualification and election requirements for S corporations (Form 2553).

Apply proper compensation strategies for shareholder-employees.

Accurately calculate and track shareholder basis.

Navigate distributions, loans, and fringe benefit rules.

     

    Credits and Other information:

    Recommended CPE credit – 2.0

    Recommended field of study – Taxes

    Session Prerequisites and preparation: None

    Session learning level: Basic

    Location: Virtual/Online

    Delivery method: Group Internet Based

    Attendance Requirement:  Yes

    Session Duration: 120 Min


      Who Will Benefit:

      CPA

      Enrolled Agents (EAs)

      Tax Professionals

      Attorneys

      Other Tax Preparers

      Finance professionals

      Financial planners

        Speaker: Jason Dinesen (EA, LPA)

        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. 

         



        Reading: Ut enim ad minim veniam

        14 minutes 2 questions

        Video: Greetings and introduction

        15 minutes

        Audio: Interactive lesson

        7 minutes 3 questions

        Reading: Ut enim ad minim veniam

        22 minutes

        Reading: Ut enim ad minim veniam

        14 minutes

        Video: Greetings and introduction

        15 minutes

        Audio: Interactive lesson

        7 minutes 2 questions

        Reading: Ut enim ad minim veniam

        22 minutes

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        • Eleanor Fant

          July 14, 2022

          So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.

        • Shahnewaz Sakil

          July 17, 2022

          David blatant have it, standard A bit of how's your father my lady absolutely.

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        Overview:
        • Speaker : Jason Dinesen
        • Duration :120 Minutes
        • Date :08/08/2025
        • Time :1pm ET / 12pm CT / 11am MT / 10 am PT

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