Planning and Compliance for Complex Transactions of Business Taxpayers (4 hours - morning) - Webcast
Overview
Every year brings new challenges and opportunities for businesses navigating tax compliance and entity structuring. This course focuses on the tax implications of complex transactions and how tax professionals can guide business clients in structuring entities efficiently. Participants will explore tax-advantageous entity structures, related party issues, and loss limitations while ensuring compliance with tax laws. Additionally, the course will cover key considerations such as accounting methods and insolvency guidelines, equipping tax professionals with the knowledge needed to provide strategic tax planning advice.
Highlights
- Tax compliance and efficiency strategies
- Business entity structures and their tax advantages
- Related party transactions and tax implications
- Loss limitations and at-risk rules
- Selection and application of accounting methods
- Tax considerations for financially distressed businesses
- Recent tax law changes affecting business entities
- Practical tax planning techniques for complex business transactions
Prerequisites
Basic knowledge of business taxation
Designed For
CPAs, EAs, tax professionals, and financial advisors working with business clients
Objectives
At the end of this course the participant will be able to:
- Identify strategies for ensuring tax compliance while optimizing tax efficiency
- Evaluate tax-advantageous entity structures for business clients
- Determine loss limitations and analyze related party transactions
- Explain appropriate accounting methods for tax reporting
- Review insolvency considerations and related tax implications
- Analyze tax treatment of complex business transactions
- Discuss the impact of recent tax law changes on business entity planning
- Apply tax planning strategies to mitigate risks and maximize opportunities
Leader(s):
Leader Bios
Mary Jane Hourani, Werner-Rocca Seminars LTD
Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant
Mary Jane Hourani has been a dedicated practitioner in the tax accounting field since 1993,
beginning her career with prominent Tax, Accounting, & Audit Firms before establishing her own practice in 2005. Her academic credentials include a Master of Management from Walsh College of Accountancy and Business Administration, complemented by a Bachelor of Science in Public Administration from Eastern Michigan University, with a specialization in Organizational Development and Governmental Accounting.
As an Internal Revenue Service Enrolled Agent, Mary Jane is authorized to represent clients before the IRS, a testament to her expertise and integrity in the field. This designation is accompanied by her status as a NTPI Fellow with the National Association of Enrolled Agents, underscoring her commitment to the highest standards of professional excellence.
Mary Jane has also contributed significantly to education in her field, serving as an Instructor of Tax at Michigan State University Tax School since 2008 and engaging as a speaker for various trade organizations from 2005. Her role as a Contributing Editor and Author for the National Tax Workbook since 2009 highlights her as a valuable resource in tax education, where she has developed and compiled tax course packs for Michigan State University Tax School and other organizations.
In addition to her instructional roles, Mary Jane is a former H&R Block Instructor/Trainer,
further showcasing her breadth of experience and dedication to fostering knowledge in others. Her professional affiliations include membership in the National Association of Enrolled Agents, Michigan Association of Certified Public Accountants, National Association of Tax Professionals, and the American Institute of Professional Bookkeepers. Moreover, her certification as a QuickBooks ProAdvisor signifies her expertise in financial software, enhancing her ability to serve her clients comprehensively.
(2/25/25)
Non-Member Price $245.00
Member Price $195.00