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A Day with Surgent CPE - 06-21-2023
Wednesday, June 21, 2023, 8:30 AM - 4:30 PM PST
Category: Events
WAATP hosts A Day with Surgent CPE - 2 x 4 Hour Mini Seminars Buying and Selling a Business : Tax and Structuring Overview and Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs
Date: June 21, 2023 Time: 8:30 am - 4:30 pm Location: Icicle Village Resort, 505 US-2, Leavenworth, WA 98826, as well as Live Streamed
Room Block: $199 / night + tax
Buying and Selling a Business : Tax and Structuring Overview
Date: June 21, 2023 Time: 8:30 am - 12:00 pm Location: Icicle Village Resort, 505 US-2, Leavenworth, WA 98826, as well as Live Streamed
Presenter : Randy C. Newton, CPA, CVA, licensed as a CPA in North Carolina and South Carolina, is president and founder of NewtonCPA, PLLC. Randy's area of expertise is in Corporate, Partnership, and Individual Income Tax Preparation -- utilizing a proactive tax planning model that streamlines, simplifies, and works to reduce tax liabilities for small taxpayers. In addition, he specializes in IRS representation work plus tax planning and research. He also has specialty areas in Business Valuation, as well as Financial Planning. Prior to the creation of his own firm, Randy worked with First Union National Bank (now Wells Fargo) in the Corporate Accounting and Capital Markets Divisions. Randy received his Accounting degree, Cum Laude, from Appalachian State University in 1992 and is a member of Phi Kappa Phi National Honor Society. As a CVA, Randy can place a certified value on closely held businesses for business owners seeking to sell, buy, or merge, or going through an ownership change. Randy is a member of the North Carolina Association of CPAs (NCACPA), former two-time president of the Charlotte Chapter of the NCACPA, and an active member of the American Institute of CPAs (AICPA).
Field of Study : Taxes Level : Intermediate Credits : 4 CE Hours depending on attendees credentials
Overview : One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.
Major Topics:
Learning Objectives
Designed for:All practitioners who will be involved in the sale of a business
PREREQUISITE:A basic course in partnerships/LLCs; experience with C corporations
ADVANCED PREPARATION:None
Pricing: CLICK HERE TO REGISTER In Person Selection Descriptions
8 Hour CPE Education Package : includes registration for both the Buying and Selling a Business: Tax and Structuring Overview and Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLC's , Happy Hour Networking on June 20th immediately following WAATP Annual Meeting, and Lunch on June 21st between 4 Hour Mini Seminar sessions Buying and Selling a Business : Tax and Structuring Overview 4 Hour Mini Seminar - June 21st : 8:30 am - 12: 00 pm : includes 4 Hours CPE credit depending on attendee credentials, Happy Hour Networking on June 20th immediately following WAATP Annual Meeting, and Lunch on CPE Day Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLC's 4 Hours Mini Seminar - June 21st : 1:00 pm - 4:30 pm : includes 4 Hours CPE credit depending on attendee credentials, Happy Hour Networking on June 20th immediately following WAATP Annual Meeting, and Lunch on CPE Day In Person Member :
8 Hours Education Package : $270
Buying and Selling a Business : Tax Structuring Overview : $170
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $170
In Person Non Member :
8 Hours Education Package : $270
Buying and Selling a Business : Tax Structuring Overview : $170
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $170
Live Stream Selection Descriptions
8 Hour CPE Education Package : includes registration for both the Buying and Selling a Business: Tax and Structuring Overview and Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLC's Mini Seminars Buying and Selling a Business : Tax and Structuring Overview 4 Hour Mini Seminar - June 21st : 8:30 am - 12: 00 pm : includes 4 Hours CPE credit depending on attendee credentials Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLC's 4 Hours Mini Seminar - June 21st : 1:00 pm - 4:30 pm : includes 4 Hours CPE credit depending on attendee credentials Live Streamed Member :
8 Hours Education Package : $220
Buying and Selling a Business : Tax Structuring Overview : $140
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $140
Live Steamed Non Member : 8 Hours Education Package : $240
Buying and Selling a Business : Tax Structuring Overview : $160
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $160
Short Video about Seminar:
Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs
Date: June 21, 2023 Time: 1:00 pm - 4:30 pm Location: Icicle Village Resort, 505 US-2, Leavenworth, WA 98826, as well as Live Streamed
Presenter : Randy C. Newton, CPA, CVA, licensed as a CPA in North Carolina and South Carolina, is president and founder of NewtonCPA, PLLC. Randy's area of expertise is in Corporate, Partnership, and Individual Income Tax Preparation -- utilizing a proactive tax planning model that streamlines, simplifies, and works to reduce tax liabilities for small taxpayers. In addition, he specializes in IRS representation work plus tax planning and research. He also has specialty areas in Business Valuation, as well as Financial Planning. Prior to the creation of his own firm, Randy worked with First Union National Bank (now Wells Fargo) in the Corporate Accounting and Capital Markets Divisions. Randy received his Accounting degree, Cum Laude, from Appalachian State University in 1992 and is a member of Phi Kappa Phi National Honor Society. As a CVA, Randy can place a certified value on closely held businesses for business owners seeking to sell, buy, or merge, or going through an ownership change. Randy is a member of the North Carolina Association of CPAs (NCACPA), former two-time president of the Charlotte Chapter of the NCACPA, and an active member of the American Institute of CPAs (AICPA).
Field of Study : Taxes Level : Intermediate Credits : 4 CE Hours depending on attendees credentials
Overview
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.
Major Topics:
Learning Objectives
Designed for:
Accounting and Financial Professionals who prepare both individual and flow-through business entity tax returns and need a thorough grasp of these significant issues
PREREQUISITE:
Experience in business taxation
ADVANCED PREPARATION:
None
Pricing: CLICK HERE TO REGISTER
In Person Selection Descriptions
8 Hour CPE Education Package : includes registration for both the Buying and Selling a Business: Tax and Structuring Overview and Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLC's , Happy Hour Networking on June 20th immediately following WAATP Annual Meeting, and Lunch on June 21st between 4 Hour Mini Seminar sessions Buying and Selling a Business : Tax and Structuring Overview 4 Hour Mini Seminar - June 21st : 8:30 am - 12: 00 pm : includes 4 Hours CPE credit depending on attendee credentials, Happy Hour Networking on June 20th immediately following WAATP Annual Meeting, and Lunch on CPE Day Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLC's 4 Hours Mini Seminar - June 21st : 1:00 pm - 4:30 pm : includes 4 Hours CPE credit depending on attendee credentials, Happy Hour Networking on June 20th immediately following WAATP Annual Meeting, and Lunch on CPE Day
In Person Member :
8 Hours Education Package : $270
Buying and Selling a Business : Tax Structuring Overview : $170
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $170
In Person Non Member :
8 Hours Education Package : $270
Buying and Selling a Business : Tax Structuring Overview : $170
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $170
Live Stream Selection Descriptions
8 Hour CPE Education Package : includes registration for both the Buying and Selling a Business: Tax and Structuring Overview and Surgent's Mastering Basis Issues for S Corporations, Partnerships, and LLC's Mini Seminars Buying and Selling a Business : Tax and Structuring Overview 4 Hour Mini Seminar - June 21st : 8:30 am - 12: 00 pm : includes 4 Hours CPE credit depending on attendee credentials Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLC's 4 Hours Mini Seminar - June 21st : 1:00 pm - 4:30 pm : includes 4 Hours CPE credit depending on attendee credentials
Live Streamed Member :
8 Hours Education Package : $220
Buying and Selling a Business : Tax Structuring Overview : $140
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $140
Live Steamed Non Member : 8 Hours Education Package : $240
Buying and Selling a Business : Tax Structuring Overview : $160
Mastering Basis Issues for S Corporations, Partnerships and LLCs : $160
Updated : June 5, 2023
Contact: WAATP Office - [email protected] - 509-993-2307 |