Confidently Navigate S-Corp Tax Challenges

For the right taxpayer, S-Corporations can present many tax advantages, including less self-employment income for shareholders and tax-free distributions. However, in order to take full advantage of these attributes, practitioners need to know all the nuances of these unique entities. When do we need to worry about the built-in gains tax? Are there any limits to the amount of compensation that may be paid to the shareholders? When are distributions considered in the basis ordering rules? Using practical examples from everyday situations practitioners encounter, this course will explore these issues and many more!

Learning Objectives

  • Identify new federal tax legislation, including the recently passed One Big Beautiful Bill Act (OBBBA), and clarifications to existing laws

  • State current areas of focus from the IRS

  • Recall difficult-to-navigate areas for tax practitioners

  • Recognize potential client questions about tax law updates and changes, including implications of the OBBBA

  • State the major provisions of the OBBBA related to businesses

  • Identify exemptions and the current status of Beneficial Ownership Information (BOI) Reporting

  • Recognize tax and reporting implications of partnership property distributions

  • Identify recent clarifications of SECURE 2.0 provisions

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.
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The Milan — 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.
View the Space
Exterior of 1000 Westmount, a modern Mediterranean-style venue

Bundle and Save 10%! $500 $450

Attending both days?

Take advantage of our PPE LIVE Bundle – Savannah, GA and enjoy 2 full days of advanced tax training for CPAs and financial professionals. Register for the bundle and save 10%!
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Seats are limited! Reserve your spot now to gain practical insights and earn CPE credit.

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Instructor

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.