
This presentation covers critical tax planning moves related to timing of PTET payments to maximize tax savings. Also tax planning and solutions for taxpayers which 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.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Taxes
IRS Program #: 7Q3WU-T-00949-26
CTEC Course #: 6248-CE-00299

Jane Ryder, EA, CPA is a national speaker on many accounting, tax, and business compliance topics. She runs her CPA firm, Brass Tax Ryder Professional Group, Inc.in San Diego, California. Brass Tax (not affiliated with Brass Tax Presentations) has been providing tax and accounting services since 1980.Brass Tax is a business centric practice, preparing and consulting on the preparation of Corporations, S corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies collections, audit appeals, offers in compromise, and other compliance related matters.