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S Corporation Essentials: Stock and Loan Basis Reporting


(Check-In 7:30am)

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Hilton Garden Inn

3720 N Reserve St
Missoula, MT 59808

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4.00 Credits

Member Price $175.00

Price will increase by $25 after 8/2

Non-Member Price $200.00

Price will increase by $25 after 8/2


All materials will be electronic only

This program addresses the critical issues and special opportunities facing S corporations, with a focus on the new IRS guidelines on shareholder stock and loan basis reporting. The impact of recent legislation on the tax structure of S and C corporations will be addressed, as well as the significant impact of the new Section 199A flow-through entities deduction on S corporations.


  • Recently issued FASB Accounting Standards Updates and PCC activity    
  • Leases -- Topic 842    
  • Overview of the economics and tax consequences of crowdfunding campaigns    
  • A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny    
  • The Independent Contractor vs. Employee Conundrum continues - Department of Labor Final Rule reinstated


Basic working knowledge of S corporations.

Designed For

Experienced practitioners with S corporation clients and members in industry working for an S corporation, or those seeking and update on thorny S corporation issues.


 Upon completion of this course you will be able to: ? Apply the latest tax rules and regulations of S corporations. ? Discuss the new Section 199A rules and regulations and how their significant impact S corporations. ? Distinguish and define complex S corporation issues.

Non-Member Price $200.00

Member Price $175.00