Date: October 8th , 2025

Time: 1pm ET | 12pm CT | 11am MT | 10am PT

Duration: 210 Minutes

Description:

Join us for the “Partnership, LLC & S Corporation Tax Planning” webinar, where you’ll gain practical, up-to-date strategies for optimizing tax outcomes in today’s evolving economic and regulatory environment. Designed for tax professionals, financial advisors, and business owners, this course offers actionable insights into the complexities of flow-through entity taxation.

You’ll explore key structuring and planning techniques, including how to choose the most tax-efficient entity—whether a corporation, LLC, or partnership. Dive into the intricacies of S Corporation elections, including eligibility requirements, advantages, and how S Corps compare to other entity types.

Led by tax expert Nicholas Preusch, the session covers critical federal and state tax considerations, recent legislative updates, and state-specific challenges. You’ll also learn how to leverage tax-saving opportunities, such as the Qualified Business Income Deduction (Section 199A), and plan for tax-efficient distributions.

Get ahead of the curve with insights into emerging trends in tax planning, including the impact of technology. The course will also address advanced issues like basis calculations, self-employment tax exposure, and passive activity loss limitations. Plus, gain tips to avoid common pitfalls, such as improper income allocation and poor documentation, and improve your ability to manage partnership agreements effectively.

Topics Covered:

• Choosing the Right Entity Structure
• S Corporation Elections & Requirements
• Federal and State Tax Planning
• Pass-Through Entity Taxation Strategies
• Section 199A and Deduction Optimization
• Emerging Trends and Future Planning Challenges
• Common Pitfalls and How to Avoid Them

Learning Objectives

• Analyze entity structures to recommend the best fit for business objectives.
• Explain S Corporation’s eligibility and advantages over other entities.
• Discuss recent federal and state tax changes impacting flow-through entities.
• Implement strategies for maximizing deductions and planning distributions.
• Analyze emerging tax trends influenced by technology and address critical flow-through issues.

Credits and Other information:

• Recommended CPE credit – 3.5
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 210 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Nick Preusch CPA, JD, LLM, is a tax manager with PBMares, LLP. Nick has participated in helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues.

Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nick is a graduate of Carthage College with a BS in Accounting and Business, University of Connecticut with a MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick has also authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. He has lectured nationally on topics such as ethics, complex tax transactions and IRS practice and procedure.