Hot Topic Webinar: Pass Through Entity Tax (PTET)

CE: 2 IRS CE credit ((for live attendance only, recording posted) On demand can be purchased separately
Speaker: Jane Ryder, EA

Cost: Free to NAEA members/ $100 non-members

Join NAEA on a quarterly Hot Topic Webinar! New in 2023, these webinars are free for members to attend the live version and happen once a quarter. Each webinar will be on different and timely topic. Register today!

PTET elections offer federal tax savings for many partners and S corp shareholders. In addition to a federal deduction for state taxes at the entity level, PTET lowers federal AGI allowing more rental losses, QBI deductions, tuition credits and more.
1.Learn the fundamentals of PTET elections and the federal tax savings.
2. Develop valuable tax planning and tax plan timing schedules for your PTET clients.
3. Understand how to report a state PTET payment on the entity K-1 for partners and S corp shareholders
4. Receive our entity selection and PTET entity chart for evaluating non-partnership & S corp clients for PTET
5. Consider your exposure as a tax professional to working with PTET elections and missed opportunities.