Mastering LLCs and S Corporations for Financial Planning
8.00 Credits
Member Price $300.00
Price will increase by $50 after 5/17
Non-Member Price $350.00
Price will increase by $50 after 5/17
Overview
This course is designed to provide practitioners with an understanding of LLCs and S Corporations and how they can be utilized in business, estate, financial, and compensation planning. Participants will explore the advantages and disadvantages of these business entities and gain insights into the latest developments and creative applications of LLCs and S Corporations in financial planning.
Highlights
- Overview of the LLC
- Overview of the S Corporation
- When to use (and when no to use) the LLC and/or S Corporation
- Business continuation planning
- Estate planning considerations
- Compensation planning issues
- Employee benefit planning issues
Prerequisites
None
Designed For
CPAs, EAs, attorneys, finance professionals, and financial planners
Objectives
At the end of this course you will be able to:
- Identify similarities and differences of the business, estate, financial and compensation planning considerations that affect shareholders and employees of LLCs ad S Corporations.
- Identify the advantages and disadvantages of using LLCs and S Corporations in financial planning.
- Apply knowledge of LLCs and S Corporations to real-world case studies.
Leader(s):
Leader Bios
Mary Jane Hourani, Werner-Rocca Seminars Ltd
Mary Jane Hourani has been a dedicated practitioner in the tax accounting field since 1993, beginning her career with prominent Tax, Accounting, & Audit Firms before establishing her own practice in 2005. Her academic credentials include a Master of Management from Walsh College of Accountancy and Business Administration, complemented by a Bachelor of Science in Public Administration from Eastern Michigan University, with a specialization in Organizational Development and Governmental Accounting. As an Internal Revenue Service Enrolled Agent, Mary Jane is authorized to represent clients before the IRS, a testament to her expertise and integrity in the field. This designation is accompanied by her status as a NTPI Fellow with the National Association of Enrolled Agents, underscoring her commitment to the highest standards of professional excellence. Mary Jane has also contributed significantly to education in her field, serving as an Instructor of Tax at Michigan State University Tax School since 2008 and engaging as a speaker for various trade organizations from 2005. Her role as a Contributing Editor and Author for the National Tax Workbook since 2009 highlights her as a valuable resource in tax education, where she has developed and compiled tax course packs for Michigan State University Tax School and other organizations. In addition to her instructional roles, Mary Jane is a former H&R Block Instructor/Trainer, further showcasing her breadth of experience and dedication to fostering knowledge in others. Her professional affiliations include membership in the National Association of Enrolled Agents, Michigan Association of Certified Public Accountants, National Association of Tax Professionals, and the American Institute of Professional Bookkeepers. Moreover, her certification as a QuickBooks ProAdvisor signifies her expertise in financial software, enhancing her ability to serve her clients comprehensively.
Non-Member Price $350.00
Member Price $300.00