Tax Planning For State PTET SALT Workaround

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2 | NASBA Credits: 2| Product Code: WEB00357
Contact Person Jane Ryder
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

This course covers critical tax planning moves related to timing of PTET payments to maximize tax savings. Also, tax planning and solutions for taxpayers who may need to change entities to take advantage of PTET elections. And analysis of PTET tax savings opportunities for "large taxable events". PTET offers a federal tax deduction for partners' and shareholders' state tax and lowers federal AGI which may increase rental losses, QBI deductions, tuition credits and more.

Session Highlights:

  • IRS Notice 2020-75
  • PTET timing for tax planning
  • Solutions for clients who may need to change entities to tax advantage of PTET elections
  • PTET tax savings for large taxable events
  • Reporting PTET elections on federal tax forms for lowered federal AGI
  • Tax practitioner exposure for failure to advise clients of PTET opportunities

Learning Objectives:

  • Understand the valuable tax savings available by lowering AGI with PTET elections.
  • Develop valuable tax planning and tax plan timing schedules for your PTET clients.
  • Receive our entity selection & PTET chart for evaluating individually owned businesses and rentals for PTET
  • Identify and provide PTET solutions for clients with "large taxable events".
  • Consider your exposure as a tax professional to working with PTET elections and missed opportunities.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00124-25-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Tax Attorneys
  • Tax Compliance Managers
  • Other Tax Preparers
  • Accountants

Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Speaker Profile:

Jane Ryder, EA, CPA, is a nationwide professional educator.She writes and speaks on many income tax, business compliance, accounting, and tax representation topics.Jane has been providing tax preparation, accounting services, and tax collection resolution services since 1980.

She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and consults with colleagues on tax matters, audits, and business planning.

IRS Credits
NASBA Credits
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
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We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

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