Learning Objectives

  • Calculate basis and distributions for partnerships and S-Corps

  • Reallocate gains/losses under IRC 704(b)

  • Identify hot assets and gain character in ownership sales

  • Understand tax effects of debt, liquidation, and contributions

  • Navigate AAA, PTI, AE&P layers and fringe benefit rules

  • Calculate BIG and Excess Passive Income Tax

  • Recognize tax and reporting implications of partnership property distributions

Additional Required Materials

  • Level: Intermediate

  • Field of Study: Taxes

  • Who Should Attend: Tax and financial advisors who regularly deal with partnerships and partners

  • Required Knowledge: Basic understanding of partnership taxation

  • Advanced Prep: None

NASBA and IRS Certified

NASBA Credits: 16.0 In-Person Group Live
IRS Credits: 16.0 In-Person Group Live

Get More from Your CPE Credits: Bonus
E-Books Included

Your Savannah 2-Day Tax Bundle includes two free e-books ($120 value), available in your course downloads September 23, 2026.

UNDERSTANDING S-CORPORATION TAXATION

Master S-Corporation taxation with this clear, practical guide. From shareholder compensation to basis, distributions, and elections—this book simplifies complex rules for CPAs, tax professionals, and financial advisors.
UNDERSTANDING PARTNERSHIP TAXATION

Unlock practical tax insights on partner basis, partnership allocations, and Schedules K-2/K-3 in this essential tax compliance guide for CPAs and financial advisors.

The Malin — A Modern Venue in the Heart of Savannah, the Hostess City

Historic charm meets elevated experience in this stunning new space.

Nestled in the heart of Savannah’s Historic District, The Malin offers a one-of-a-kind backdrop for elevated gatherings. Just steps from iconic spots like The Grey and River Street, this beautifully restored 10,000 sq. ft. venue blends classic Southern architecture with sleek, SCAD-alum-designed interiors. Surrounded by cobblestone streets, boutique hotels, and world-class dining, The Malin is perfectly positioned for guests to experience everything that makes Savannah the Hostess City of the South. From historic squares to a thriving arts scene, your event won’t just be memorable—it’ll be unforgettable. Whether you're attending a professional training or networking with peers, The Malin delivers comfort, creativity, and connection in the heart of one of America’s most charming cities.
Interior of the Milan Savannah, GA

Save More with Group Pricing

Bring your team and save up to 25%! The discount is automatically applied at checkout, perfect for firms looking to maximize value while earning 16 CPE credits each.

2-3 Attendees: 10%off
4-5 Attendees: 15%off
6-9 Attendees: 20%off
10+ Attendees: 25%off
  • Stay compliant.

    Keep your firm in line with evolving regulations.

  • Gain a competitive edge.

    Be the first to leverage new tax strategies and planning techniques.

  • Earn CPE credits.

    Our live events provide the education you need to stay certified and ahead of the game.

Why join our live event?

Unlike crowded webinars or generic self-study content, PPE LIVE offers real engagement, real food, and real insight—at a competitive price. Join us in person and earn your credits with confidence.

Seats are limited! Reserve your spot now to gain practical insights and earn CPE credit.

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