Partnership Tax Returns: High-Risk and Challenging Aspects
Anticipating the Most Serious and Costly Errors, and Evaluating Alternative Solutions
Recording of a 110-minute CPE/CLE webinar with Q&A
This course will provide tax professionals, counsel and advisors with best practices to prevent most of the serious and costly, but all too common, errors in partnership tax returns. The panel will outline alternative approaches to prevent or resolve mistakes while preparing Form 1065.
- Return Risks, focus and mitigation
- Professional standards
- High risk issues
- Conflicts of interest
- Commonly missed elections
- Technical terminations
- Characterization and allocation of liabilities
- Maintenance of capital accounts
- Passive activities
- Foreign reporting
- Reportable transactions
- Recent guidance
The panel will explore topics such as:
- Identifying the areas of highest risk when preparing partnership tax returns.
- Avoiding the most common mistakes in partnership filings.
- Effectively remedying errors after the fact.
- Satisfying critical reporting requirements
Vicki Meyer Consulting
Ms. Meyer has more than 30 years of experience in tax consulting, transactional analysis, and compliance as it pertains... | Read More
Ms. Meyer has more than 30 years of experience in tax consulting, transactional analysis, and compliance as it pertains to corporations, partnerships and high net-worth individuals in a variety of industries. She has provided technical support and tax quality control for publicly traded corporations as well as other CPA firms throughout the country.Close
Senior Director, National Tax Office Partnership Group
Mr. Patch works with clients on a broad range of federal income tax matters and is responsible for the development... | Read More
Mr. Patch works with clients on a broad range of federal income tax matters and is responsible for the development and delivery of firm training on partnership taxation. Before coming to BDO, he worked in the National Tax Practice Pass-Throughs Group at KPMG.Close
Access Anytime, Anywhere
Strafford will process CLE credit for one person on each recording. CPE credit is not available on recordings. All formats include course handouts.