Course Specifics
CPE Credit: 3 Hours
Field of Study: Taxes, Federal Tax
Course Level: Basic
Prerequisite: None
Advance Preparation: None
Delivery Method: Self-Study
IRS Program Number: UBWMF-T-00339-25-S
CTEC Course Number: 6209-CE-00251
NASBA Sponsor ID: 116347
150 Minutes
Fundamentals of Entity Selection
Who Should Attend?
CPAs, EAs, CRTPs
Course Description
Choosing the right business structure is a critical decision that impacts tax obligations, liability protection, and long-term business goals. This course equips tax professionals with the knowledge to compare S corporations, C corporations, LLCs, LLPs, and sole proprietorships, highlighting key factors that influence entity selection. Real-world scenarios illustrate how proper guidance can prevent costly mistakes and add significant value for clients.
Learning Objectives
- Recognize how to make an informed decision when recommending and setting up a tax entity
- Determine when an entity change is warranted for specific tax advantages
- Determine the most appropriate business and tax strategies for a particular entity
- Identify methods for advising clients on estate planning concerns
Last Modified: 8/1/2025
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