Hot Topic Webinar: PTET

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Description

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!

Learning Objectives:

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.

Contributors

Jane Ryder, EA, CPA

Jane Ryder, EA, CPA, has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and writes and speaks on many income taxes, business compliance, and accounting topics. She received a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and with the Internal Revenue Service as an enrolled agent.

Jane has a business-centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC's, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues.