Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

You Pay: $379.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.
This course is 8.00 credits
Robert Gilwee
Facility Name
Crowne Plaza Natick The Verve
Facility Address
1360 Worcester St
Natick, MA 01760-1514
Fields of Study
CFP, Tax
Course Level
Surgent McCoy CPE LLC


Robert Gilwee

Robert Gilwee is a tax partner in a local accounting firm with over 20 years of practice experience in taxation. His primary areas of expertise are income and estate taxation and international taxation. He has previously held positions with Price Waterhouse Coopers, KPMG Peat Marwick, and Deloitte and Touche. His background includes assistance in resolving tax-structuring issues using LLC’s, S-Corporations’, etc. He is a frequent discussion leader on a variety of taxation topics. Robert serves as an Adjunct Faculty member of the University of Baltimore and Villa Julie College and is an instructor in the Lambers CPA review course. Mr. Gilwee is a recipient of the Top Manuscript Award from Price Waterhouse Coopers. He is a member of the AICPA and the Maryland Association of CPAs.
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Friday, Jan 10, 2020
8:45am – 4:30pm

The course provides a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course and instruction delivery is geared toward the basic understanding and progresses to complex issues. The boot camp allows staff to discover the connections and alterations of these widely held entity structures, while also providing a valued reference for the participant's future use. The course utilizes an identical sample trial balance for form preparation, with filled-in completed Forms 1120S and 1065 provided in the case solutions.

Designed For

All levels of staff and company controllers responsible for filing these forms

Course Objectives

Learning Objectives:  Learn in detail about the preparation of Form 1120S, Schedules M-1, K, and K-1  Learn in detail about the preparation of Form 1065, Schedules M-1, K, and K-1  Identify and handle commonly found S corporation and partnership tax issues

Major Subjects

Major Topics:  Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation  Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues  Recognize and properly handle special pass-through items of income and expense  Accurately prepare S corporation returns and reconcile book income to taxable income  Accurately prepare partnership returns and reconcile book income to taxable income  Properly handle the tax treatment of distributions to shareholders, partners, or members  Understand the special restrictions and sanctions for tax year end selection  Review the basics of partnership and LLC formation and basis calculation  Self-employment tax or NOT, for each entity  Filling in K-1s correctly for S corporations, partnerships, and LLCs  How the Affordable Care Act affects tax returns  The most frequently used forms and schedules, including some form "oddities"




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