On-Demand: Hot Topic Webinar - PTET
IRS Program #: X9QQU-T-00926-23-S
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.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.