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Hot Topic Webinar: PTET
IRS Program #: X9QQU-T-00926-23-O
CTEC #: 6257-CE-0125
CE: 2 IRS credits & 2 CTEC credits
Speaker: Jane Ryder, EA, CPA
PTET elections offer federal tax savings for many partners and S corp shareholders. In addition to a federal deduction for state taxes at the entity level, PTET lowers federal AGI allowing more rental losses, QBI deductions, tuition credits, and more!
- Learn the fundamentals of PTET elections and the federal tax savings.
- Develop valuable tax planning and tax plan timing schedules for your PTET clients.
- Understand how to report a state PTET payment on the entity k-1 for partners and S-corps shareholders.
- Receive our entity selection and PTET entity chart for evaluating non-partnership & S-corp clients for PTET.
- Consider your exposure as a tax professional to working with PTET elections and missed opportunities.