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Wed, Nov 30



Tax Planning for CA PTET SALT Workaround

YOU MUST REGISTER & PAY THROUGH CSEA'S LEARNING HUB (Click on More Information to direct you to their website)

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Tax Planning for CA PTET SALT Workaround
Tax Planning for CA PTET SALT Workaround

Time & Location

Nov 30, 2022, 4:45 PM – 8:15 PM

Escondido, 890 W Valley Pkwy, Escondido, CA 92025, USA

About the event


Almost 40 states have passed PTET election legislation providing substantial federal tax savings for many partners and S corp shareholders. In addition to the deductible state taxes at the entity level, PTET also lowers federal AGI for the purposes of allowing more rental losses, QBI deductions, tuition credits and more. We'll also cover valuable tax planning moves including critical tax planning timing to maximize the benefits from a PTET election. Missing these PTET elections can result in increased exposure for tax preparers also, which we will address.

Learning Objectives

1.Learn the fundamentals of CA PTET elections and federal tax savings.

2. Develop tax planning and tax plan timing schedules for PTET clients.

3. Understand how to report a CA 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 exposure as a tax pro working with PTET election and missed opportunities

Program Numbers:

IRS: WZA09-T-03284-22-I; 3 hours Federal Tax Topics

CTEC: 1001-CE-9766; 3 hours Federal Tax Topics


Members - $55.00

Non-Members - $65.00

Speakers   Jane Ryder, EA, CPA

Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and writes and speaks on many income tax, business compliance and accounting topics. She received a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and with the Internal Revenue Service as an Enrolled Agent.

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California Society of Enrolled Agents Palomar Chapter

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