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2018 Summer Tax Seminar

Price: $259.00 $229.00
Learn about formation, operation, and dissolution

*Discount valid through June 1, 2018.

2018 Summer Tax Seminar
Intermediate Partnership and LLC Issues

How will tax reform affect LLCs?

  • Compute IRC §199A deductions correctly
  • Uncover what new information must be provided on the K-1
  • Investigate the issue of guaranteed payments and how they affect the deduction
  • Discover what will change with the elimination of technical terminations

Partnership TEFRA audits: It's happening this year

  • See when to make the election and what happens if you don't
  • Find out how to make the election
  • Understand how audit adjustments will now affect members/partners
  • Find out if a new member/partner can be assessed for an old partner's problem
  • Uncover the state complexities

Formation — understand:

  • The taxation of contribution of assets
  • The difference between capital and profit interests
  • When you should not form an SMLLC
  • Who can and should be an LLC
  • Why you might want to make special allocations in the agreement

Operation — discover how to:

  • Make use of important elections
  • Report the IRC §754 election on the K-1
  • Compute income when the partnership agreement has special allocations
  • Report insurance and other benefits for members/partners
  • Properly compute the balance sheet
  • Prepare the K-1 correctly
  • Compute withholding on foreign and nonresident members

Dissolution — see how to:

  • Compute tax for members
  • Prepare final accounting
  • Properly wrap up and formally cancel the LLC or LP

California issues — uncover:

  • The LLC annual tax and fee
  • The FTB's position on which LLCs must file in California
  • Current assessments of fees and penalties
  • The best ways to handle LLC/FTB problems
Choose a date to register

San Jose

Monday, July 9, 2018
Holiday Inn San Jose — Silicon Valley

Costa Mesa

Friday, July 13, 2018
Hilton Orange County/Costa Mesa

South San Francisco

Tuesday, July 10, 2018
South San Francisco Conference Center

San Diego

Monday, July 16, 2018
Scottish Rite Event Center


Wednesday, July 11, 2018
Crowne Plaza Sacramento Northeast

Culver City

Tuesday, July 17, 2018
DoubleTree by Hilton Los Angeles-Westside


Thursday, July 12, 2018
DoubleTree by Hilton Pleasanton at the Club


Wednesday, July 18, 2018
Pickwick Gardens Conference Center

Live Webinar

July 23—24 (Monday and Tuesday)
8:30 a.m. to Noon PT

On-Demand Webinar

Available by: July 31
Phone: (714) 776-7850 | Fax: Order form to (714) 776-9906

Customer service representatives available Monday — Friday 7:00 a.m. — 5:00 p.m. PT.

CPE Hours

Designation CPE Hours
CPA and CFP Up to 9 Tax
EA Up to 9 Federal Tax
CRTP (CTEC) Up to 9 Federal Tax
CA Attorney Up to 7.5 General MCLE

Course level: Intermediate
Basic knowledge of partnerships is required.

This seminar is designed to meet the requirements for up to 9 hours of continuing education for CPAs and CFPs; up to 9 federal tax hours for EAs and CRTPs (CTEC); and up to 7.5 hours of General MCLE credit for attorneys. CFP level of complexity: Overview.

Can't attend the live seminar?

Order the live webinar or on-demand version.

Cancellation Policy:

$50 cancellation fee if you cancel within seven (7) days of the seminar, or save the $50 fee and convert the seminar into self-study. Request refunds by July 31, 2018. No refunds will be issued after July 31, 2018. Call: (714) 776-7850.

Tax Reform Update lunch session

Lynn Freer, EAMake it a total of 9 CPE hours for the day and stay for a lunchtime presentation with Lynn Freer, EA. She'll provide the Spidell take on the current movements regarding tax reform.

Compare Spidell to the others:

  • FREE parking, continental breakfast, lunch, and soda/coffee break at all locations
  • Spidell's top-rated speakers
  • A printed, profit-generating manual
  • 100% money back guarantee
  • Personal and professional staff that cater to your needs

Guarantee of excellence

Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund, hassle-free. Guaranteed.

*Discount valid through June 1, 2018.

This seminar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards, and the California Tax Education Council. This does not constitute an endorsement by these groups. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at

Spidell Publishing, Inc. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: This seminar is designed to meet the requirements for up to 9 hours of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Group Live. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. Basic knowledge of partnerships is required.


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