Specialized Knowledge: 1.00
Course book included with all formats
Make the Most of the Recent Pass-Thru Rules and Planning Tactics
Pass-thru entities offer a number of effective ways to control tax liability. This practical guide reviews the key rules, limitations and planning methods you can use in your practice right away. Register today!
This legal guide is designed for attorneys. Accountants, trust officers, wealth planners and paralegals will also benefit.
12:00 pm to 1:00 pm Eastern Standard Time
Presenter: Shane Read
including - Specialized Knowledge: 1.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 1.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Provide a definition of a pass-thru entity. 2. Explain what tax basis of assets it. 3. Provide one example of a valuation discount.Field(s) of Study -- Specialized Knowledge.
SHANE READ, CPA/ABV, CFE with Shane Read CPA Accountancy, specializes in business valuation and litigation support relating to financial issues. His experience encompasses a wide range of issues in family law and civil litigation, including business appraisals, tracing of separate property, income available for support, damage analysis, and uncovering unreported income and hidden assets. Mr. Read graduated with a M.S. degree in accounting from the University of Tampa and has been working in public accounting since 2007. While in Tampa, he gained three years of experience in external audit and income tax preparation. Mr. Read is licensed as a certified public accountant by the state of California. He has served as a court appointed expert under evidence code 730. He is a certified fraud examiner, and has been given the title of accredited business valuator by the American Institute of Certified Public Accountants. He appreciates the growth opportunities and challenges that business valuation and litigation support afford.