Webinars

On-Demand Complimentary Programs from the Tax Forum Faculty and Others

Hear from our Tax Forum faculty as well as our insightful guests on a range of topics to support your flow-through tax planning as well as greater practice management ideas.

Follow Tax Forum on LinkedIn to learn about upcoming webinars, as well as other resources.

Avoiding Costly Mistakes: Four Essential Tax Concepts for the Non-Tax Business Attorney or CPA

05/16/2024
Webinar

Even smaller transactions might have big traps and significant tax implications – leading to unexpected tax liabilities for your clients and potential malpractice claims for you. This webinar covers four essential flow-through tax concepts you need to know to avoid common ‘foot-faults’ or worse and to continue to be the “go to person” for your clients.

06/22/2023
Webinar

The LLC/partnership structure is very often the preferred form of doing business, but there are circumstances where converting a partnership/LLC into a C corporation makes a lot of sense. However, often there are snares, trapdoors and snake pits that must be avoided. These ‘traps for the unwary’ can turn a good idea into a tax nightmare, complete with a very unhappy client. Chuck Levun and Michael Cohen will discuss tax planning techniques that steer clear of common and not-so-common missteps to avoid when incorporating a partnership. Robert Gorman, Partner at Levun Goodman and Cohen, will add his insights and experiences with the corporate and M&A issues that often arise when incorporating a partnership and that often are integrated with the tax issues.

09/29/2022
Webinar

The first portion of the webinar covers practical planning considerations in negotiating working capital targets as part of M&A transactions, sharing insights and real-world examples. It's presented by M&A attorney Robert Gorman with the law firm of Levun, Goodman & Cohen, LLP. The second portion of the webinar covers key practical steps that managers and practice area leaders can take to increase the motivation and retention of their staff. It's presented by Trisha Daho, an attorney and CPA, Principal at Empowered Leadership Cultivation and longtime friend of the Tax Forum.

05/04/2022
Webinar

In many "closely-held" partnerships where one partner is departing, and the acquirers effectively are going to be the other partners on a pro rata basis, the exit transaction often can be structured as either a sale or a redemption of the departing partner’s ownership interest. The economics generally can be the same; however, the tax differences to the exiting and continuing partners can be significantly different.

03/08/2022
Webinar

While S corporation shareholders have always been required to maintain stock and debt basis schedules to ensure proper passthrough reporting, the IRS has now formalized this responsibility with the requirement that, in many circumstances, new Form 7203 must be attached to a shareholder's 2021 Form 1040. Learn about this requirement, including the logistics and practical considerations that go into maintaining shareholder basis and preparing Form 7203.

08/27/2021
Webinar

Personal goodwill very often is an asset of the owner(s) of a business, rather than an asset of the business. With proper treatment and planning for the transfer of personal goodwill during - and before - the business sale transaction, selling shareholder(s) often can significantly reduce their tax liability.