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Tuesday, July 23  |  11:00 a.m. - 12:40 p.m.  |  Concurrent Session

Getting Started Filing Pass-Through Entities


If you primarily file individual returns but would like to expand your practice to include pass-through entities, this session is for you. We’ll answer the question, "What do I need to know?" by reviewing the different types of pass-through entities and how they are taxed. Additionally, we will cover why balance sheets should be kept even when they are not required and how to make sure basis in the entity is tracked. 

Upon completion of this session, you will be able to:

  • Explain the different types of pass-through entities, and the benefits and challenges of each 

  • Summarize the importance of the balance sheet and basis calculations 

  • Outline the flow of information from the pass-through return to the individual return 

  • Describe the different pass-through entity forms and how information is reported 

CPE information
Duration: 100 minutes
Course level: Basic
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Penny Wade Smith

Owner of Wade Farm Financial Services

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