Learning Objectives

  • Calculate basis and distributions for partnerships and S-Corps

  • Reallocate gains/losses under IRC 704(b)

  • Understand tax effects of debt, liquidation, and contributions

  • Identify hot assets and gain character in ownership sales

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

  • Calculate BIG and Excess Passive Income Tax

  • Apply rules for late S-elections

A Beautifully Refined Learning Experience – 1000 Westover at Maymont

A modern Mediterranean-style venue with unique historic features and an outdoor courtyard.

Tucked beside Maymont Park, this elegant space blends professional functionality with Southern charm—featuring natural light, architectural character, and a peaceful setting just minutes from downtown Richmond. Enjoy a full day of learning with catered lunch, fresh coffee, and light refreshments in an inspiring atmosphere perfect for thoughtful discussion and meaningful connections.
Exterior of 1000 Westmount, a modern Mediterranean-style venue
  • 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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