Tax Planning for State PTET SALT Workaround

Program Overview

February 3, 2023 | 4:00 pm - 7:00 pm| Webinar



Almost 40 states have passed PTET election legislation providing substantial federal tax savings for many partners and S-Corp shareholders. In addition to the deductible state taxes at the entity level, PTET also lowers federal AGI for the purposes of allowing more rental losses, QBI deductions, tuition credits and more. We'll also cover valuable tax planning moves including critical tax planning timing to maximize the benefits from a PTET election. Missing these PTET elections can result in increased exposure for tax preparers also, which we will address.

Learning Objectives 

1. Learn the fundamentals of PTET elections and the federal tax savings.
2. Develop valuable tax planning and tax plan timing schedules for your PTET clients.
3. Understand how to report a state PTET payment on the entity K-1 for partners and S-Corp shareholders
4. Receive our entity selection and PTET entity chart for evaluating non-partnership & S-Corp clients for PTET.
5. Consider your exposure as a tax professional to working with PTET elections and missed opportunities.

 Learning Level   Intermediate

Prerequisites & Advance  Preparation      None

Speaker   Jane Ryder, EA, CPA

Continuing Education

IRS: 3 hours Federal Tax Topics   |   CTEC:  3 hours Federal Tax Topics    |   CA Bar:  2.50 hours Taxation Law | CPA CA 3 hours Taxes


Member: $39.95    |   Non-Member: $79.95

Webinar Details

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Cancellation/Refund Policies

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2/3/2023 4:00 PM - 7:00 PM