From formation to shareholder basis, this guide demystifies the core tax mechanics of S Corporations—perfect for tax professionals seeking clarity.

Gain expert insight into income allocation, distributions, and S-Corp earning layers, plus learn how to handle entity-level taxes and reporting requirements like Schedules K-2 and K-3.

Learn the tax impacts of selling shares and how to use Pass-Through Entity (PTE) elections to your clients' advantage—essential for advisors and CPAs.

S-Corp Taxes Made Simple: The Ultimate Guide for Tax Pros & Advisors

This practical guide breaks down complex topics like shareholder basis, distributions, PTE elections, and more—making it easy for CPAs, advisors, and tax professionals to stay compliant and confident.

Meet David Peters CPA, MST, CGMA

David is the Founder and Owner of Peters Professional Education in Richmond, VA. He is a national CPE Instructor/Discussion Leader for Surgent and Don Farmer Tax Seminars and regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.  David holds four master’s 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 Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.

Get Your Copy Today — Master S-Corp Taxation with Confidence!

Perfect for CPAs, tax professionals, and advisors ready to deepen their expertise.

$59.99

Download now

Product Details

Publisher: David Peters Publication date: 06/5/2025 Sold by: Peters Professional Education Format: eBook File size: 3.4 MB Number of pages: 163