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Entity Structuring and Tax Planning for Tech Companies: S Corp vs. C Corp, Transaction Structures, Pitfalls to Avoid

A live 90-minute premium CLE/CPE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Thursday, September 11, 2025

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, August 15, 2025

or call 1-800-926-7926

This CLE/CPE webinar will provide tax counsel and advisers an in-depth analysis of the tax planning and operational impacts of entity structures for technology companies and individuals owning controlling interests in these businesses. The panel will discuss the U.S. tax issues that arise in S corporations vs. C corporations, transaction structures, and other key items that must be considered for companies within the tech industry.

Description

Entrepreneurs start hundreds of tech businesses annually, encountering similar entity structuring and tax challenges. Tax professionals must be able to identify potential tax issues and navigate complex federal and state tax regulations faced by tech companies.

In determining the appropriate entity structure, owners and their counsel must consider equity ownership, compensation, current intellectual property and other assets, and tax reporting and tax planning to minimize tax liability of certain transactions.

S corporations provide significant advantages to shareholders through pass-through taxation, whereas C corporations may be more advantageous under certain circumstances. However, tax professionals often fail to recognize crucial distinctions from other entities and critical issues under current tax law and other recent developments.

Listen as our panel discusses U.S. tax issues that arise in S corporations vs. C corporations, transaction structures, and other key items that must be considered for companies within the tech industry.

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Outline

  1. Key factors to consider in entity structuring
  2. Tax challenges for C corps
  3. Tax challenges for S corps
  4. Challenges related to equity and incentive grants, options, etc.
  5. Best practices and transaction planning considerations

Benefits

The panel will review these and other key issues:

  • What are the critical tax challenges of S corps and C corps under current tax law?
  • What issues arise for cash distributions, class of stock, deferred compensation, and transfers of interest?
  • What are the factors to consider in determining whether to retain or elect S corp status or convert to C corp?
  • Under what circumstances is a C corp entity choice preferred over an S corp?

Faculty

Van Loo, Jon
Jon Van Loo

Partner
Belcher, Smolen & Van Loo

Mr. Van Loo brings over 15 years’ experience providing tax advice to clients ranging from global public companies...  |  Read More

Attend on September 11

Early Discount (through 08/15/25)

See NASBA details.

Cannot Attend September 11?

Early Discount (through 08/15/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video